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RETIREMENT SAVINGS

The TSP Retirement PivotTM Workshop 

 

Course CTFL02

1 Evening

$100

Virtual

RETIREMENT SAVINGS

Workshop description

Throughout your career, saving and investing in your TSP has been the focus.  Now that you're approaching retirement, you'll need to shift your focus from saving to withdrawals.  We call it The TSP Retirement PivotTM.

This livestream workshop takes the complexity out of these retirement decisions.  Compassionate, common-sense explanations and lots of sample calculations show you how you can adjust your focus for a satisfying investment and withdrawal plan, including income taxes.  We’ll also help you to understand how the recent TSP Modernization ACT, SECURE Act and CARES act can impact your retirement nest egg in 2020 and beyond.

You'll learn how to evaluate your options and select the one(s) that can help you achieve security, flexibility and independence in retirement in a supportive educational environment with NO annuity or financial selling.  You'll be poised to "cross the finish line" with a greater confidence and solid resources to refer back to time and time again.

The workshop is recorded and video replay will be available in the student portal for 90 days.
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Overview

Objectives

Topics

Schedule

Instructor

Guarantee

Course Objectives

  • Exactly how TSP fits into your FERS retirement benefits seamlessly—and why using the '3-legged stool' analogy could be a big mistake
  • The TSP Retirement PivotTM: going from the savings phase to investing for the 20+ year withdrawal phase
  • How to evaluate your TSP funds to help make sure they’re aligned with the withdrawal schedule your retirement is counting on—including the newest L Funds
  • Analyze how the FERS and Social Security COLA may fall short, and the burden put on TSP as a result
  • Understand how the TSP Modernization Act, SECURE Act and CARES Act each impact your financial decisions
  • All about the mandatory withdrawals you'll have to take from TSP—Required Minimum Distributions—including when they start and how the calculation works each year
  • How to factor in the cost of income taxes on your withdrawals 
  • Compare your options and clarify the advantages and disadvantages of staying at TSP vs. IRA rollover
  • Identify potential tax advantages of TSP
  • Develop a plan of action for your retirement savings before you turn in your official retirement paperwork

Plus, there’s lots of live, one-on-one Q & A with the instructor, so you can get all your questions answered.

The workshop is recorded and video replay will be available in the student portal for 90 days.
 

Course Topics

Module 1:  [The FERS 7] How TSP fits into your retirement plan

Module 2:  [TSP Investments] The TSP Retirement Pivot

Module 3:  [TSP Withdrawals] + The TSP Modernization Act 

Module 4:  [RMD Calculations] + The SECURE Act + The CARES Act

Module 5:  [TSP + Income Taxes] Avoiding hidden costs

Module 6:  [The Trade-Offs] TSP vs. IRA: What's the catch?

Module 7:  [Wrap Up] TSP's forms: A walk through

Module 8:  [Get Answers] Live Q & A: Ask almost anything

The replay of livestream will be available in the online portal for three months.

Class Schedule

December 17, 2020

4:00 PM - 7:00 PM Pacific
6:00 PM - 9:00 PM Central
7:00 PM - 10:00 PM Eastern

Virtual Training

Computer / Smart Phone / Tablet

Audio Connection

Device Speaker or Conference Line

Recording

90-Day Video Replay Access

$100

Course CTFL02


Gov't 
Funds
Accepted

 

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Have questions? Give us a call:  ☎  888-958-0167

Government Funds Accepted | Click to Download SF 182 Here

What people are saying

"You can do and redo it at your own speed. The tools and links are invaluable. The instructor was super and very approachable!!!"

Bailey S.
Virtual training student

Your Instructor

Kelly L. Monroe 

Founder, FERS Blueprint Retirement Planning System; Retirement Benefits Trainer for 10+ years; author for Fedsmith; as a financial advisor conducted over 2300 retirement consultations

Course Guarantee


100% Money Back Guarantee 

If you are not completely satisfied with your purchase, we will promptly refund your money plus $10 for coffee, no questions asked, if the email request is made within 7 days of the first livestream date.  Send an email to:  [email protected].

No Financial Selling 

No hidden sales agenda for annuities or financial products or other services. We will NEVER offer, nor sell, nor suggest any financial products.   

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FERS Blueprinttm is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. NAICS Code: 611710 Educational Support Services. Woman-owned, small business.

FERS Blueprinttm is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprinttm is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).