The TSP Retirement Review
A planning conversation, not a sales presentation.
A TSP Retirement Review is a focused conversation designed to help you better understand the financial decisions surrounding your transition from a federal paycheck to retirement income.
Schedule Your Complimentary ReviewWhat we discuss
Every review is different because every federal employee's situation is different. Depending on where you are in your career and what questions matter most to you, a review may cover any or all of the following:
- Your current TSP balance and fund allocation
- Retirement timeline and target date
- Expected FERS pension amount and survivor benefit options
- Social Security timing and coordination
- TSP withdrawal strategy and installment options
- Required Minimum Distributions (RMDs)
- Roth TSP and Roth conversion considerations
- TSP rollover options and tradeoffs
- Income needs and spending in retirement
- Liquidity reserves and emergency access
- Legacy and beneficiary goals
- Long-term retirement income sustainability
What information may be helpful to have
You do not need to bring anything to schedule a review. But if you want to make the conversation as useful as possible, the following can help:
- Your approximate TSP balance and current fund allocation (available at tsp.gov)
- Your expected FERS pension estimate (available from your agency HR)
- Your Social Security statement (available at ssa.gov)
- A general sense of your monthly income needs in retirement
- Any specific questions or concerns you want to address
Is there a fee?
No. The TSP Retirement Review is complimentary. There is no cost and no obligation to take any action, purchase any product, or schedule a follow-up conversation.
The purpose of the review is to help you think more clearly about the decisions in front of you — nothing more.
Who the review is for
- Federal employees within 10 years of retirement
- Employees preparing to retire in the next 1–3 years
- Recently retired federal employees
- Anyone unsure what to do with their TSP after leaving federal service
- Employees considering a TSP rollover to an IRA
- Anyone thinking about Roth conversions before RMDs begin
- Employees trying to coordinate pension, TSP, and Social Security
- Anyone concerned about turning savings into reliable retirement income
What happens after the review
A clearer picture
You will better understand how your different retirement assets relate to each other.
Identified decisions
We will surface the specific questions and tradeoffs that deserve your attention.
No pressure
There is no obligation to take any action, purchase any product, or schedule a follow-up.
An open door
If you want to continue the conversation, we can discuss what that might look like.
Ready to start the conversation?
Schedule a complimentary TSP Retirement Review to discuss your TSP, pension, Social Security, and the retirement income decisions in front of you.
Schedule Your Complimentary ReviewNo obligation. No cost. Educational conversation.