In 31 days • Limited spots
Free TSP Webinar Friday, March 27 12:00 PM – 1:00 PM EDT
Join David Fei, CFP® for a focused 1-hour training on TSP investment strategies. Learn about Traditional vs Roth, fund allocation, and withdrawal planning.
- Traditional vs Roth TSP strategies
- C, S, I, F, G fund allocation
- Live Q&A with David Fei, CFP®
Join 10,000+ federal employees who've attended
By the end of this session, you'll be able to:
- Decide between Traditional and Roth TSP contributions
- Build an investment allocation matching your goals
- Plan penalty-free TSP withdrawals in retirement
- Understand when to keep TSP vs roll to an IRA
- Avoid the most common costly TSP mistakes
What You'll Learn (45 minutes)
1
TSP Contribution Strategies
- Traditional vs Roth TSP: Which is right for you?
- Maximizing matching contributions
- Catch-up contributions for 50+
- Tax implications now vs retirement
2
Fund Allocation & Investment Mix
- Understanding C, S, I, F, G funds
- Risk tolerance and time horizon
- Lifecycle (L) funds explained
- Rebalancing your portfolio
3
Withdrawal Planning
- The 4% rule and TSP withdrawals
- Penalty-free withdrawals at 55/57
- Avoiding common tax mistakes
- IRA rollovers vs keeping it in TSP
4
Tax-Smart TSP Strategies
- Roth conversion timing and strategy
- Tax bracket management in retirement
- RMD planning and IRMAA avoidance
- Coordinating TSP with other income
5
Live Q&A (15 minutes)
- Your TSP questions answered live
- Real-world scenarios discussed
- Tips from David Fei, CFP®, ChFEBC℠
What to Expect
Before the Session
- You'll receive a Zoom link via email
- No preparation needed—come with questions
- Works on computer, tablet, or phone
During the Session
- Live presentation with screen sharing
- Real TSP examples and case studies
- Interactive Q&A throughout
- Stay on camera off, unmuted when asking questions
After the Session
- Downloadable TSP planning worksheet
- Recording available for 7 days
- Optional: Register for full FERS workshop
- No pressure, no sales pitch—just education
Join 10,000+ federal employees who've attended
Step 1 of 3
What's your name?
Step 2 of 3
Where should we send the details?
Step 3 of 3
How many years until you retire?
You're Registered!
See you on Friday, March 27 at 12:00 PM – 1:00 PM EDT
Check your inbox for the Zoom link and details. We'll send a reminder before the session.
Want the Complete Retirement Picture?
Now that your TSP is optimized, get the full FERS strategy: pension timing, FEHB & Medicare coordination, survivor benefits, and tax planning.
Also Register for FERS Workshop