TSP Webinars

Federal Retirement Planning Workshops
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Are you a federal employee or retiree looking to optimize your retirement savings? Join our free TSP webinar and gain valuable insights into the Thrift Savings Plan! This one-hour session is designed for both civilian and military personnel, offering expert guidance on investment options, withdrawal strategies, and effective asset allocation. Register now to secure your spot and take control of your financial future.

Calendar of Upcoming Thrift Savings Plan Webinars:

TSP Retirement Webinar: Thrift Savings Plan Strategy and Online Learning  by PlanWell

Need a more comprehensive overview of federal retirement planning? Sign-Up for the FERS Webinar – which covers all components of your federal employee benefits package, including the TSP.  

Refresh Your Thrift Savings Plan Knowledge Before Retirement

The Online Training Sessions are hosted by David Fei, a fiduciary financial planner who specializes in helping federal employees reach their retirement goals and make investment decisions with confidence. With deep expertise in the Thrift Savings Plan and federal benefits, he offers clear, actionable overview of the federal employee savings plan. With a live Q&A session at the end of each TSP webinar, David brings practical insight and a commitment to empowering federal workers.

 

Eligibility for the TSP and Included Tax Benefits

Eligibility for the TSP extends to most federal employees, including civilian personnel and members of the uniformed services, including the ready reserve. This includes those contributing to traditional and Roth TSP accounts. Therefore – both our TSP calculator and webinar sessions are for both civilian and military feds. 

 

TSP Online Learning: Details of Webinar by PlanWell

Our webinar is designed to provide federal employees and service members with a comprehensive overview of the TSP, covering essential aspects from investment options to withdrawal strategies. The webinar provides an overview of the TSP loan program and best strategies for maximizing your TSP contributions, ensuring TSP participants can plan for retirement confidently.

Topics Covered in the TSP Webinar

The TSP online seminar covers a range of critical topics. Specifically, the webinar will focus on:

  • Traditional and Roth TSP accounts
  • TSP lifecycle funds, core funds, and the mutual fund window
  • Withdrawal consideration for TSP participants and their beneficiaries
 

How to Register for the Live Webinars Covering TSP Retirement

Registering for our TSP webinar is easy and free. Click here to go to the sign-up form, enter your email and name, decide whether or not to subscribe to our mailing list, and click submit. That’s it! Is there an issue? Email info@planwellfp.com 

 

TSP Webinars: Overview of Investment Options

When it comes to deciphering the best allocation for your savings, there’s only so much that recorded webinars on the federal government site TSP.gov and a “chat with AVA” can accomplish. Sometimes you need a real person to take the time to help you make a confident investment decision. Here’s a tip: schedule a meeting with a fed-expert to review your retirement plan and reach your financial goals. 

 

Live Webinars: Understanding Individual TSP Funds 

The TSP offers a variety of investment options, each with its own risk profile and potential returns. These include a few key funds, the core TSP investment funds:

  • The C Fund
  • The S Fund
  • The I Fund
  • The F Fund
  • The G Fund

Our TSP training in the webinar will help you understand the characteristics of each fund, as well as TSP fund considerations, enabling you to make informed decisions based on your individual circumstances and retirement goals. 

 

Withdrawal Strategies for TSP Distributions

  • Hardship withdrawals and TSP Loan Considerations, including loan amounts
  • Age 59½ withdrawals
  • Provides an overview of TSP Life Annuity Decisions
  • Overview of TSP Death Benefits
  • Overview of the TSP post service distribution options
  • Overview of  the TSP in-service options
  • Non-spouse beneficiary payments
 

Invested in the TSP: Planning for Retirement Income

Planning for retirement income involves careful consideration of your TSP investment and withdrawal options. Our TSP webinars will guide you through the process of estimating your retirement income needs and coordinating your withdrawals with other sources of income, such as Social Security and pensions, to ensure a secure and comfortable retirement. The webinar provides a fresh overview of TSP to make optimizing your retirement savings as easy as possible – for both new employees and service members along with those close to retirement or even already retired from their agency or service. If you contribute to the TSP or still have a traditional TSP or Roth TSP account, this webinar is for you. 

 

Accessing Educational Resources for TSP Topics

The Federal Retirement Thrift Investment Board offers a wealth of TSP educational resources to help participants make informed decisions about their retirement savings, but these manuals can be dry and overwhelming for many feds. Our TSP webinar will guide youfrom TSP in-service withdrawal options to Roth contributions to what to consider as you plan to retire from federal service. Specialists from the Federal Retirement space, PlanWell Financial is here to provide education for the federal workforce to maximize their employee benefits.