TSP PLANNING
VIRTUAL TRAINING SESSION PRESENTED BY ED ZURNDORFER
DON'T MISS THE OPPORTUNITY
to learn from one of the leading professionals on Federal Employee Benefits-
in a webinar for Federal employees
Date/Time
November 5, 2020
1:00 to 4:00 PM est
Location
The Webinar will be Hosted on Zoom
Information:
For FERS & CSRS Employees
Zoom Event Presented by Ed Zurndorfer
Link to Event will be Provided after Registration
The Virtual Training Session Will Cover:
An Overview of the Thrift Savings Plan (TSP)
Contributions and how they work, including limits and getting the biggest match, plus ways to maximize tax savings, and the main differences between Roth and Traditional TSP accounts
Understanding the Different Funds
An overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or "L" Funds), plus tips for developing an effective investment strategy that matches your time horizon, risk tolerance, and other individual factors
& Other Information About the TSP
Withdrawal options, loans, taxation, the TSP annuity options, mixed withdrawal, and more!
Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Local
Based in the Baltimore/Washington area, our advisors provide financial planning for active and retired Federal Professionals
Experienced
Over a quarter century of experience serving the individuals who serve the public trust
Knowledgable
Open enrollment seminars, events, and workshops featuring Federal Benefits Guru, Ed Zurndorfer, and other professional advisors
Easy
Serving Those Who Serve offers complimentary initial consultations, which include a free analysis of your benefits
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Neither Raymond James Financial Services nor any Raymond James
Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional. Raymond James is not affiliated with and does not endorse the opinions or services of Ed Zurndorfer.
