Show Notes
The Thrift Savings Plan offers federal employees simple investment choices and exceptionally low costs—but those advantages do not automatically make it a complete retirement-income strategy. Daniel Razvi and Carlos Vasquez break down the C, S, I, F, G and Lifecycle funds, along with the tradeoffs between growth potential and principal protection.
They also discuss proportional withdrawal rules, recent Roth conversion changes and situations in which moving part of a TSP may—or may not—make sense.
The goal is to preserve the plan’s strengths while addressing the income, risk and tax challenges that arise in retirement.
--
Book a Free Meeting with Daniel and Raz
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
To Listen to More Episodes on Apple, Spotify, Amazon Music & More: https://optimize-your-retirement.castos.com/
--
About the Show & Hosts: Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi
The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes. Daniel and Imran are the founders of Higher Ground Financial Group.
HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.