Get The Most from Your TSP - image: microphone and line graph

Ed Zurndorfer and Dan Sipe sit down to Talk about Taxes and the TSP for Federal Employees



FedLife Podcast (ep. 23): How can Federal Employees get the MOST from their TSP?

Federal employees have a convenient way to save for their retirement with TSPs due to direct-payroll deductions. But do you understand the consequences of TSP withdrawals? In this episode, Dan Sipe and Ed Zurndorfer offer tips on how Federal Employees can reduce their tax implications when it comes to TSP withdrawals. They also offer their expertise on major aspects of TSPs such as TSP rollovers, transfers, and loans. Watch this episode now to save money on your taxes! In this episode, you will learn: •

What is the difference between a Traditional TSP and a Roth TSP

  • How can Federal Employees minimize their taxes and avoid a 10% withdrawal penalty?
  • What is a TSP Rollover/Transfer?
  • How does it impact your retirement if you have a loan against your TSP?
  • And more!

Tune in now to learn about how Federal Employees can make the most of their TSP contributions and earnings.


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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James.  Content represents the opinions of the speaker and not necessarily those of Raymond James.  Important Disclosure Information:  http://raymondjames.com/smicd.htm 

Get The Most from Your TSP - image: microphone and line graph

Get The Most From Your TSP