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Thrift Savings Plan, Retirement, and Financial Planning
Online Training for the Federal Workforce
- Individual Federal Employee Financial Solutions
- Have Enough Money?
- Early-Career?
- Mid-Career?
- Late-Career?
- Take Charge Now
- Your Investment Strategy
- Your Financial Plan Steps
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Federal and Defense Agency Training Solutions
- Financial Education Tool
- Cost-Effective
- Easy LMS Delivery
- Procurement Options
- E-Training Curriculum Now Available
- Written for Federal
- Why Take this Training?
- At Each Career Stage
- Civil Service Courses
- Military Courses
A Step-by-Step Guide to Your Financial Plan
You will complete your plan by taking these steps:
- Describe your vision for life now and in retirement.
- Itemize and prioritize how much money you will need - view sample.
- Estimate how much retirement income you will want.
- Identify ways to save more money.
- Estimate your federal retirement check.
- Estimate additional retirement income needed (inflation-adjusted).
- Calculate savings needed to produce additional income view sample.
- Itemize existing savings.
- Estimate potential growth of TSP account and other tax-advantaged and taxable investments view sample.
- Estimate additional savings needed for short-, intermediate-, and long-term goals.
- Learn TSP options (e.g., contribution allocations, inter-fund transfers, in-service withdrawals, rollovers from other retirement plans.