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TSP

The Thrift Savings Plan (TSP) is a defined contribution plan similar to 401(k) retirement plans, but only available to Federal employees and annuitants.

All Articles on TSP (10 of 36)

Image for TSP Funds Continue to Sink, but Only F Fund is Negative for Year-to-Date
Nov 8
Jennifer Meyer

TSP Funds Continue to Sink, but Only F Fund is Negative for Year-to-Date

TSP
Image for TSP Contributions, COLA Update, and Shutdown News
Nov 7
Benefits Ben

TSP Contributions, COLA Update, and Shutdown News

TSP
Image for TSP Max Contribution
Nov 6
Benefits Ben

TSP Max Contribution

TSP
Image for An Annuity That Can Help Lower TSP & Traditional IRA RMDs
Oct 30
Ed Zurndorfer

An Annuity That Can Help Lower TSP & Traditional IRA RMDs

Taxes TSP
Image for Monthly Quiz for Federal Employees: October 2023
Oct 20
STWS

Monthly Quiz for Federal Employees: October 2023

FEHB/Medicare FLTCIP/Long-term Care TSP
Image for Less Than Three Months Left in 2023 for TSP and IRA Planning
Oct 18
Ed Zurndorfer

Less Than Three Months Left in 2023 for TSP and IRA Planning

Taxes TSP
Image for The Fed15 Podcast: Should You Worry About Recent TSP Returns?
Oct 17
STWS

The Fed15 Podcast: Should You Worry About Recent TSP Returns?

TSP
Image for TSP Board Looking to Bolster Annuity Options
Oct 16
Benefits Ben

TSP Board Looking to Bolster Annuity Options

TSP
Image for Roth TSP Benefits
Oct 13
Ed Zurndorfer

Roth TSP Benefits

Taxes TSP
Image for NASA Sending Data to Moon and CURE Act Moves to House Floor
Oct 10
Benefits Ben

NASA Sending Data to Moon and CURE Act Moves to House Floor

TSP
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How Can Serving Those Who Serve Help You?

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

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Lee Sipe and Associates DBA Serving Those Who Serve.

2025 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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Finra
SIPC

STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).