ALERT: AVOID UNNECESSARY RISKS

Before You Touch Your TSP,
Make Sure You Understand Your Options

Your TSP may be one of your largest retirement assets. The wrong withdrawal, rollover, or timing decision could create unnecessary taxes, reduce your income, or limit your flexibility later.

One Wrong Move Could Cost You Thousands

 When it comes to withdrawing or rolling over your TSP, the rules are complex — and mistakes are expensive:

  • Taxes can take a bigger bite than you expect.

  • Certain decisions are irreversible.

  • Poor timing can reduce your lifetime income.

This session is your chance to sit down (virtually or in-person) with a federal benefits-trained professional who can walk you through your options and help you make a confident, informed decision.

This Session Is Designed for Federal Employees and Retirees Who Are Close to Making TSP Decisions

This complimentary session is intended for individuals who meet at least one of the following:

ALREADY
RETIRED

WITHIN 12 MONTH OF RETIREMENT

AGE 58 OR OLDER

Because appointment availability is limited, these sessions are reserved for people who are close to making important TSP withdrawal, rollover, income, tax, or retirement decisions.

What You’ll Get in Your Strategy Session

 A Clear Path to a Confident TSP Decision

Our goal is simple: Make sure you keep more of what you’ve earned.

Withdrawal options

Understand your lump sum, partial, and monthly withdrawal options

Rollover protection

Evaluate whether a rollover could help protect your savings.

Tax impact

See the tax impact of each choice.

Avoid mistakes

Learn how to avoid the most common mistakes federal retirees make.

Not Ready For Your Consultation?

DOWNLOAD A FREE KIT

Your 3-Step TSP Withdrawal Plan

1

Book Your Strategy Session

Reserve your time with a knowledgeable federal benefits-trained agent.

2

Review Your Options

We’ll walk through the numbers and strategies based on your TSP balance, income needs, and retirement goals.

3

Move Forward Confidently

We’ll walk through the numbers and strategies based on your TSP balance, income needs, and retirement goals.

Why People Trust Us

Through our network of independent agents, we’ve helped thousands of current and former federal employees make smarter TSP decisions.

Mark T.

Retired Postal Worker

 "They explained my TSP options in plain English. I feel so much more confident now about my retirement decisions."

Susan L

Retired Federal Employee

"They made the whole process so easy. I went from being overwhelmed to feeling completely in control of my retirement plan."

 David R

Retired USPS Supervisor

"I had no idea one of my options could have cost me so much in taxes. They helped me avoid a huge mistake and keep more of my money."

Jennifer M.

USPS Postmaster

"As a Postmaster, I appreciated how clear and easy the TSP-Withdrawal consultants made the whole process. They helped me understand my options and feel confident in my decisions. I’d encourage every postal employee to give them a try."

Your TSP Is Too Important to Leave to Chance

 Avoid costly mistakes and gain clarity about your options. Reserve your complimentary TSP Strategy Session now.

Not Ready For Your Consultation - DOWNLOAD A FREE KIT

Download the Free TSP Kit Before You Make a Costly Retirement Decision

Every year, federal employees and retirees make avoidable TSP withdrawal mistakes that can cost them significant retirement income.

Every year, federal employees and retirees make avoidable TSP withdrawal mistakes that can cost them significant retirement income.

This free kit is designed to help you avoid the most common and costly TSP mistakes before they happen.

Inside the free kit, you’ll learn:

- The most common TSP withdrawal mistakes federal retirees make

- Why timing matters when deciding how and when to access your TSP

- How taxes may affect your retirement income

- Questions to ask before considering a TSP rollover

- How your TSP may interact with Social Security, income planning, taxes, and estate considerations