TSP and Federal Retirement Planning FAQ | TSP Retirement Review

Question 1

Is TSP Retirement Review part of the federal government?

Accepted Answer

No. TSP Retirement Review is an independent financial education and planning resource. It is not affiliated with, endorsed by, or sponsored by the Federal Retirement Thrift Investment Board, the Thrift Savings Plan, the United States Government, or any federal agency.

Question 2

What does the complimentary review cover?

Accepted Answer

The review is a focused conversation about how your TSP, federal pension, Social Security and other assets may work together in retirement. We discuss your retirement timeline, income expectations, key decisions you are facing, and the questions that deserve attention before you act.

Question 3

Is there any cost or obligation?

Accepted Answer

No. The TSP Retirement Review is complimentary and carries no obligation. You are not required to roll over your TSP, purchase any product, or schedule a follow-up conversation.

Question 4

Is a rollover required?

Accepted Answer

No. There is no requirement to roll over your TSP or take any other action. Whether remaining in the TSP, beginning withdrawals, or considering a rollover is appropriate depends on your individual circumstances.

Question 5

What should I bring to the meeting?

Accepted Answer

You do not need to bring anything. If you would like the conversation to be as useful as possible, it can help to have a general sense of your TSP balance, your expected retirement date, and any specific questions on your mind.

Question 6

Can my spouse or partner participate?

Accepted Answer

Yes. Spouses and partners are welcome to join the conversation. Retirement decisions often affect both people in a household, and including your spouse or partner can make the discussion more complete and useful.

Question 7

How long does the meeting last?

Accepted Answer

The initial conversation is typically about 30 minutes. The length may vary depending on the complexity of your situation and the questions you bring.

Question 8

How may Johnathan be compensated?

Accepted Answer

Compensation arrangements vary depending on the services and products involved. This will be disclosed clearly before any engagement. The initial review is complimentary and does not create any compensation obligation.

Question 9

Is the conversation virtual or in person?

Accepted Answer

The review can be conducted virtually by video or phone, or in person depending on your location and preference. Please indicate your preference when you schedule.

Question 10

What information should I never submit through the website?

Accepted Answer

Please never submit passwords, TSP login credentials, Social Security numbers, or account numbers through this website or by email.

Question 11

What happens after the initial review?

Accepted Answer

After the review, you will have a clearer picture of the questions and decisions that deserve attention. If further analysis or planning would be helpful, that can be discussed. There is no obligation to continue.

Question 12

Who is the review designed for?

Accepted Answer

The TSP Retirement Review is designed for federal employees and recent federal retirees, generally ages 50 to 65, who are approaching retirement or have recently retired and want to better understand how their TSP, pension, Social Security and other assets may work together.

Frequently Asked Questions About TSP and Federal Retirement Planning

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