Late-Career TSP, Retirement, and Financial Planning
Can you afford to retire? — 
to find out.
Evaluate savings, potential retirement cash flow, and withdrawal options for TSP and other retirement accounts. Learn how to invest for inflation-adjusted lifetime income. Learn how to choose retirement investments, how to create a tax-efficient lifetime cash flow, how to evaluate a 2010 Roth IRA conversion opportunity, and more.
Develop your own Personal Financial Plan
Guided by a Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
- Identify financial goals for the near future and for your retirement years.
- Learn how to evaluate investments, including the TSP funds: G, F, C, S, I and L.
- Learn to balance risk and return for short-, intermediate-, and long-term goals.
- Estimate your Federal retirement and other income, and calculate savings growth.
- Plan a tax strategy for the TSP, IRAs, TSP Roth 401(k) coming in 2012, and others.
- Plan your investment allocation for short-, intermediate-, and long-term goals.
- Evaluate the TSP L funds and learn about rollover options to and from the TSP.
- Learn about a Roth IRA conversion opportunity.
- Evaluate withdrawal options from TSP, IRAs, Roth IRAs, and other savings and develop a tax-efficient cash-flow strategy for lifetime income.
- View printable flyer
Interactive — 24/7 access — Learn anytime!
