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Should You Keep Your TSP in Retirement?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now
A federal employee preparing for retirement asked a question that comes up often: should you leave your money inside the TSP or move it somewhere else once you retire? Anthony uncovers some of the biggest factors federal employees should think about as they transition into retirement and begin turning savings into income. Before making a major decision with your TSP, this episode may help you better understand your options.
Here’s some of what we discuss in this episode:
🏛️ Federal Retirement: TSP planning considerations
đź“Š Investment Choices: Exploring options beyond TSP
🧾 Retirement Logistics: Distributions and Roth conversions
🧩 Holistic Planning: Coordinating the bigger picture
Resources:Â
Our website: https://cardinalwg.com/
Phone: (609) 362-5512
Contact our team: https://cardinalwg.com/contact-us
Schedule your no-cost consultation: https://cardinalwg.com/schedule-now
Check out our downloadable guides: https://cardinalwg.com/resources/downloadable-materials
Check us out on YouTube: https://www.youtube.com/channel/UCBoBzixGqqmOj4C4WWuuxfQ
Facebook: https://www.facebook.com/CardinalWealthGroup/
LinkedIn: https://www.linkedin.com/in/anthony-aulffo-cfp%C2%AE-75b2919b/
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By Anthony Aulffo
2.3
33 ratings
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now
A federal employee preparing for retirement asked a question that comes up often: should you leave your money inside the TSP or move it somewhere else once you retire? Anthony uncovers some of the biggest factors federal employees should think about as they transition into retirement and begin turning savings into income. Before making a major decision with your TSP, this episode may help you better understand your options.
Here’s some of what we discuss in this episode:
🏛️ Federal Retirement: TSP planning considerations
đź“Š Investment Choices: Exploring options beyond TSP
🧾 Retirement Logistics: Distributions and Roth conversions
🧩 Holistic Planning: Coordinating the bigger picture
Resources:Â
Our website: https://cardinalwg.com/
Phone: (609) 362-5512
Contact our team: https://cardinalwg.com/contact-us
Schedule your no-cost consultation: https://cardinalwg.com/schedule-now
Check out our downloadable guides: https://cardinalwg.com/resources/downloadable-materials
Check us out on YouTube: https://www.youtube.com/channel/UCBoBzixGqqmOj4C4WWuuxfQ
Facebook: https://www.facebook.com/CardinalWealthGroup/
LinkedIn: https://www.linkedin.com/in/anthony-aulffo-cfp%C2%AE-75b2919b/