TSP Planning & Education
Understand your Thrift Savings Plan in the context of your retirement. Explore contribution, withdrawal, and income-planning questions.
How we can help
- Discuss your allocation and comfort with market fluctuations.
- Review withdrawal questions alongside other income sources.
- Compare considerations involved in keeping funds in TSP or moving them, including costs and features.
Request a free federal retirement review
Bring your questions about FERS, TSP, Social Security, and survivor choices. We will contact you to arrange a time with a consultant.
What to have handy
- Your current TSP statement for your own reference.
- Your retirement timeline and expected income needs.
- Questions about traditional and Roth balances or distributions.
You do not need to upload documents to request a consultation. Keep account numbers and sensitive documents out of the website contact form.
Questions to consider
What would change if you kept money in TSP or moved it? Compare fees, investment choices, withdrawal flexibility, services, and account protections before making a decision. A rollover is not automatically an improvement.
We start with your circumstances. A calculator or general example cannot determine which product or strategy is appropriate for you.
Explore reliable resources
Read our retirement learning library →
Use our free planning calculators →
OPM retirement information · Official Thrift Savings Plan
Air traffic controllers, law enforcement officers, firefighters and other special-category employees should verify covered-service records and category-specific benefit rules. Select your coverage in our federal calculators → Official agencies and plan documents determine benefit eligibility and rules.
Related services: Retirement income · Federal retirement · TSP education
What happens in your consultation?
Your request is for a free 30-minute consultation. We will confirm the time and assign an available consultant. Share what you want to accomplish, ask questions, and discuss appropriate next steps. Mention your service interest in your request.