Mid-Career TSP, Retirement, and Financial Planning

Don't procrastinate — it's hard to catch up —

Evaluate your savings to see if you need to save more or change investments. Learn how to choose investments for TSP and other savings for short-, intermediate- and long-term goals. Learn how tax-saving accounts help your savings grow. Learn about 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 about risks and returns of cash, bonds, stocks, and international investments and TSP funds (G, F, C, S, and I).
• Learn to balance risk and return for short-, intermediate-, and long-term goals.
• Estimate your Federal retirement and describe other income sources and savings.
• Calculate potential savings growth to see if you need to save more.
• 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.
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