Thrift Savings Plan, Retirement, and Financial Planning Online Training for the Federal Workforce

Original TSP, Roth TSP, or Both? — Online Training

Plan Your Savings Strategy with the New TSP Buy Now

Plan how you will use the new Thrift Saving Plan with other "tax smart" options to build your retirement savings. Use calculators within the course to compare tax savings on contributions and withdrawals for original TSP, Roth TSP, and IRAs. Begin a financial plan and integrate your Thrift Savings Plan (TSP) into your plan.

Compare and choose "tax smart" savings

Guided by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional and federal benefits expert.

  • Identify financial goals and their costs for the near future and retirement years.
  • Itemize expected sources of retirement income
  • Compare benefits of "tax smart" savings (e.g., original TSP, Roth TSP, Roth IRA)
  • Learn contribution limits for the TSP and IRAs
  • Calculate tax savings for tax-deferred and Roth TSP contributions and withdrawals
  • Calculate potential growth of TSP savings and contributions for tax-deferred and Roth
  • Determine if you need to save more for retirement
  • Compare withdrawals — tax-deferred and Roth TSP monthly payments (after taxes)
  • Plan your savings strategy with the new TSP
  • View printable flyer

Interactive — 24/7 access — Learn anytime!   Buy Now

 

Couple planning finances