Thrift Savings Plan (TSP) Videos

One of the hottest topics to discuss – and one of the most confusing. Get great answers in the videos below.

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Kevin discuss the common misconception about Lifecycle funds in retirement planning. He explain that despite the belief that these funds are only for younger people, they are actually designed for those who are about to retire. He emphasize the importance of questioning commonly held beliefs and myths about retirement planning to ensure individuals make informed decisions about their investments.

He also encourage individuals to attend their retirement planning workshop to learn how to "myth bust" and become more informed about retirement planning. Overall, the conversation highlights the importance of questioning assumptions and seeking out accurate information when making decisions about retirement investments.

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Lifecycle funds not for old people?

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Was this helpful information? Just wait until the workshop!

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Overcontributing to TSP?

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Was this helpful information? Just wait until the workshop!

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TSP Fees

Kevin discuss the possibility of taking traditional money from a TSP and doing a Roth conversion with an IRA for individuals over the age of 65. He explains that while the TSP does not allow for this type of conversion, it is allowed in a traditional IRA and can be a way to save on taxes. However, taxes must be paid when the money is moved over to the Roth, as it is taxed up front. The goal is to keep the amount of money rolled over under the tax bracket threshold to avoid paying a significant amount of taxes. He emphasizes that this type of conversion may not be the right move for everyone and recommends attending a workshop to learn more about the ins and outs of the process. He notes that it is a little complicated and requires careful consideration before making a decision. Overall, while the TSP does not allow for this type of conversion, it is possible to do so in a traditional IRA and can be a way to grow money tax-free over time. Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, but how to prepare for retirement. The earlier in your career, the better. Register: https://fedpilot.com Want to ask a question for me to answer in a video? Ask at https://fedpilot.com/contact-us

Kevin discuss the possibility of taking traditional money from a TSP and doing a Roth conversion with an IRA for individuals over the age of 65. He explains that while the TSP does not allow for this type of conversion, it is allowed in a traditional IRA and can be a way to save on taxes. However, taxes must be paid when the money is moved over to the Roth, as it is taxed up front. The goal is to keep the amount of money rolled over under the tax bracket threshold to avoid paying a significant amount of taxes.

He emphasizes that this type of conversion may not be the right move for everyone and recommends attending a workshop to learn more about the ins and outs of the process. He notes that it is a little complicated and requires careful consideration before making a decision. Overall, while the TSP does not allow for this type of conversion, it is possible to do so in a traditional IRA and can be a way to grow money tax-free over time.

Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, but how to prepare for retirement. The earlier in your career, the better.

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Roth Conversions - To tax or not to tax

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Was this helpful information? Just wait until the workshop!

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Can you move your TSP while still working?

Kevin discuss the different investment options available to federal employees, including the TSP, GFC SNI funds, and $5,000 mutual funds. He explain that while there are fees associated with all of these options, the GFC SNI funds do not have transaction fees, whereas the $5,000 mutual funds do. Speaker 1 emphasizes the importance of being aware of fees and considering them when making investment decisions, but also notes that higher fees may be associated with better quality investments. He encourages federal employees to attend their workshops to learn more about the different investment options and their implications. The workshop provides more information on fees and the implications of investment choices. Speaker 1 acknowledges that federal employees may have a resistance to fees but notes that it is important to consider the saying "we get what we pay for" when making investment decisions. Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, but how to prepare for retirement. The earlier in your career, the better. Register: https://fedpilot.com Want to ask a question for me to answer in a video? Ask at https://fedpilot.com/contact-us

Kevin discuss the different investment options available to federal employees, including the TSP, GFC SNI funds, and $5,000 mutual funds. He explain that while there are fees associated with all of these options, the GFC SNI funds do not have transaction fees, whereas the $5,000 mutual funds do. Speaker 1 emphasizes the importance of being aware of fees and considering them when making investment decisions, but also notes that higher fees may be associated with better quality investments.

He encourages federal employees to attend their workshops to learn more about the different investment options and their implications. The workshop provides more information on fees and the implications of investment choices. Speaker 1 acknowledges that federal employees may have a resistance to fees but notes that it is important to consider the saying "we get what we pay for" when making investment decisions.

Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, but how to prepare for retirement. The earlier in your career, the better.

Register: https://fedpilot.com

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TSP Transaction Fees

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Was this helpful information? Just wait until the workshop!

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How much can go into your Roth?

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Was this helpful information? Just wait until the workshop!

Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, but how to prepare for retirement. The earlier in your career, the better.

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Why you might use the Mutual Fund Window

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Was this helpful information? Just wait until the workshop!

Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, but how to prepare for retirement. The earlier in your career, the better.

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Move Traditional to Roth?

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