TSP Planning

TSP

Virtual Training Session presented by

ED ZURNDORFER

DON’T MISS THE OPPORTUNITY

to learn from one of the leading professionals on Federal Employee Benefits-

ED ZURNDORFER-

in a webinar for Federal Employees

DATE/TIME:

August 19, 2021

1:00 – 4:00 PM

LOCATION:

The Event will be Hosted on Zoom

INFORMATION:

For FERS and CSRS Employees

Zoom Event Presented by Ed Zurndorfer

Link to Event will be Provided after Registration


DATE/TIME:

September 20, 2021

9:00 AM- 12:00 PM

LOCATION:

The Event will be Hosted on Zoom

INFORMATION:

For FERS and CSRS Employees

Zoom Event Presented by Ed Zurndorfer

Link to Event will be Provided after Registration

The Virtual Training Session Will Cover:

An Overview of the Thrift Savings Plan (TSP)

Contributions and how they work, including limits and getting the biggest match,

plus ways to maximize tax savings, and the main differences between

Roth and Traditional TSP accounts

Understanding the Different Funds

An overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or “L” Funds),

plus tips for developing an effective investment strategy that matches your time horizon,

risk tolerance, and other individual factors

& Other Information About the TSP

Withdrawal options, loans, taxation, the TSP annuity options,

mixed withdrawal, and more!

Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.