Federal Employee Information Partnership
What in the world is a coordinated retirement plan? When was the last time you heard of a doctor, a financial planner, a lawyer or a real estate agent getting together to coordinate their planning efforts for a client they all serve? When you think about it, all of these elements have an impact on […]
The COORDINATED RETIREMENT PLAN Read More »
Retirement planning involves making some very important decisions regarding your federal pension benefit, Thrift Savings Plan investments and Social Security. This week, I’d like to focus on the last of these, because it includes a variety of benefits, each with a specific time frame for claiming and unique rules regarding payouts. and each comes with its
Social Security Benefits You May Be Unaware Read More »
First, let’s look at the Employee Retirement Income Security Act of 1974 (ERISA) It was created to provide employees with a retirement boost in federally sponsored retirement benefits. To the federal employee as well as local government and private industry. The account are the TSP, but to include IRA, 401(k), 403(b) and other ‘Defined Contribution’
What Does Rate of Return mean to your TSP/IRA, 403(b) or 401(k)? Read More »
I get this question 3 or 5 times per month. The answer in three words, YOU CAN NOT! and here is why: If you really want to convert your TSP to ROTH, understand that first, the conversion is a taxable event, therefore, your income, from the job, the income from supplement or social security, the
Converting all my TSP to a ROTH TSP? Read More »