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Thrift Savings Plan (TSP)

Understanding the TSP Life Annuity Withdrawal Option – Part I

August 19, 2020 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Annuity

Federal benefits expert, Ed Zurndorfer, discusses what the TSP life annuity is, and how it can supplement a federal employee’s other guaranteed pension income more…

TSP Lifts Restriction on Starting and Restarting Installment Payments Based on Life Expectancy

August 5, 2020 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, explains how installment payments based on life expectancy work — and what the change in the rule means (with a practical example) more…

Why the Roth TSP Could Be Beneficial to Many Federal Employees Due to SECURE Act

July 22, 2020 My Federal Retirement

Federal benefits expert, Ed Zurndorfer, explains why Thrift Savings Plan participants should consider reassessing which TSP account (traditional or Roth) to contribute to — and in what amounts more…

Top 5 Things to Know About Your TSP During a Market Downturn

March 13, 2020 Chris Kowalik

Many Thrift Savings Plan investors have seen their accounts dwindle in value in just a few days. Whether you’re close to retirement or have a ways to go, federal retirement expert, Chris Kowalik, provides some candid insights on this topic before making any knee-jerk reactions more…

TSP Urges Investors: ‘Stick With Your Plan’

February 27, 2020 My Federal Retirement

The Thrift Savings Plan sent a reminder to investors this week: “Try not to let short-term market movements steer you off course.” more…

Inheriting IRAs and TSP Gets More Complicated for Non-Spousal Heirs Under SECURE Act

February 19, 2020 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the new rules that affect IRA owners and TSP participants who name non-spousal beneficiaries of their accounts more…

TSP Wants to Make Catch-up Contributions Easier for Participants

February 13, 2020 My Federal Retirement

The process will be simplified by eliminating a form more…

Significant Changes Coming to TSP and IRAs from SECURE Act

January 17, 2020 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

The new rules for IRAs and the TSP mean a new landscape for retirement and estate planning for federal employees and retirees. Federal benefits expert, Ed Zurndorfer, explains why more…

4 Important Rules That Did NOT Change With the New TSP Withdrawal Options

October 8, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

While the new Thrift Savings Plan withdrawal options allow for more flexibility, federal benefits expert Ed Zurndorfer explains the rules that have not changed more…

Understanding the New Changes to TSP Withdrawal Options – Part 3

September 30, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer discusses the pros and cons of the new rules for withdrawing payments from both traditional and Roth TSP accounts more…

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