All TSP participants
TSP Strategy
Make confident decisions about contributions, allocation, withdrawals, and the TSP Modernization Act.
Overview
The Thrift Savings Plan is one of the most powerful tools you have — and one of the most underused. We help you align your TSP contributions, fund allocation, and withdrawal strategy with your retirement timeline and risk tolerance.
What We Review
- Contribution levels, catch-up eligibility, and the 5% agency match [VERIFY]
- Fund allocation across the G, F, C, S, I, and L funds and your risk profile
- Post-retirement withdrawal options under the TSP Modernization Act
- Roth TSP versus traditional TSP trade-offs and Required Minimum Distribution timing
Why It Matters
Poor TSP allocation or withdrawal sequencing can shorten how long your savings last. A clear strategy helps you grow, protect, and draw down your balance efficiently. [VERIFY] current TSP contribution limits and rules with the TSP.
Your deliverable
A TSP strategy summary covering contributions, allocation, and withdrawal sequencing.
How this service works
Every engagement follows the same simple four-step process — ending with a plan you can act on.
- 1
Book a free consultation
Schedule a 30–45 minute, no-cost conversation by phone, video, or in person.
- 2
Share your benefits information
Send your annuity estimate, TSP statement, and insurance details so we can review your full picture.
- 3
Receive your personalized analysis
We build your gap analysis report, identifying strengths and gaps in your current plan.
- 4
Review your retirement plan
We walk through your analysis together and outline clear, prioritized next steps.
Ready to see where your federal retirement stands?
Your free 30–45 minute consultation is a working session, not a sales pitch. Let's find the gaps before retirement finds them for you.
No cost · No obligation · Phone, video, or in person