1-Hour Thrift Savings Plan Lunch-and-Learn

Live Webinars: Understanding Individual TSP Funds 

The TSP offers a variety of investment options, each with its own risk profile and potential returns. These include a few key funds, the core TSP investment funds:

• The C Fund
• The S Fund
• The I Fund
• The F Fund
• The G Fund

Our TSP training in the webinar will help you understand the characteristics of each fund, as well as TSP fund considerations, enabling you to make informed decisions based on your individual circumstances and retirement goals. 

Withdrawal Strategies for TSP Distributions

• Hardship withdrawals and TSP Loan Considerations, including loan amounts
• Age 59½ withdrawals
• Provides an overview of TSP Life Annuity Decisions
• Overview of TSP Death Benefits
• Overview of the TSP post service distribution options
• Overview of the TSP in-service options
• Non-spouse beneficiary payments

Invested in the TSP: Planning for Retirement Income

Planning for retirement income involves careful consideration of your TSP investment and withdrawal options. Our TSP webinars will guide you through the process of estimating your retirement income needs and coordinating your withdrawals with other sources of income, such as Social Security and pensions, to ensure a secure and comfortable retirement. The webinar provides a fresh overview of TSP to make optimizing your retirement savings as easy as possible – for both new employees and service members along with those close to retirement or even already retired from their agency or service. If you contribute to the TSP or still have a traditional TSP or Roth TSP account, this webinar is for you. 

Accessing Educational Resources for TSP Topics

The Federal Retirement Thrift Investment Board offers a wealth of TSP educational resources to help participants make informed decisions about their retirement savings, but these manuals can be dry and overwhelming for many feds. Our TSP webinar will guide you – from TSP in-service withdrawal options to Roth contributions to what to consider as you plan to retire from federal service. Specialists from the Federal Retirement space, PlanWell Financial is here to provide education for the federal workforce to maximize their employee benefits.

Eligibility for the TSP and Included Tax Benefits

Eligibility for the TSP extends to most federal employees, including civilian personnel and members of the uniformed services, including the ready reserve. This includes those contributing to traditional and Roth TSP accounts. Therefore – both our TSP calculator and webinar sessions are for both civilian and military feds.