Plan Your TSP Saving Strategy

Plan tax-smart Thrift Savings Plan (TSP) savings

  • Identify financial goals and costs.
  • Identify expected retirement income.
  • Choose to use TSP, Roth TSP, IRA, Roth IRA.
  • Learn TSP and IRA contribution limits.
  • For TSP and Roth TSP, calculate:
    • Tax savings for contributions and withdrawals
    • Potential savings growth
    • Potential withdrawals — monthly payments (after taxes)
  • Plan a TSP savings strategy with a step-by-step guide by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.

The course is self-paced. Completion time will depend on previous knowledge and time spent viewing in-depth resources and writing a personal financial plan.


Customized for
U.S. Federal Government and Military
Reviews
Just moved to benefits and this provided a way to communicate with employees regarding their options.
Provides more in-depth information about the TSP funds than anything from TSP.

More Courses

Be Money Smart

Grow Savings

Plan Retirement

Orient Employees


Sustainable — Always current
for tax laws, returns, plan rules

Self-paced elearning anytime, anywhere
— no need for seminars


Interested in a mobile training solution? Contact Us


Flexible Online Delivery

  • Internet-based
  • SCORM and 508 compliant
  • Deliver on any Learning Management System (LMS)

Procurement

  • Purchase card or order
  • Through prime contractor partnerships
  • Contact us to get started

Company Info

Woman-owned small business (WOSB)
Duns #145199332 — CAGE #3ZQX7
NAICS codes:  611420, 511210, 541511, 541612, 611430, 611710, 518210