Financial & Estate Planning

529 Plan Ownership Considerations

Published: June 21, 2018

A 529 college savings plan usually is owned by one person. There is one beneficiary: the college-bound or in-college student. …More

Using a Deferred Annuity for Cash Flow Needs

Published: May 17, 2018

Deferred annuities (fixed or variable) may be considered the opposite of life insurance because annuities can help you protect against …More

The Variabilities of Variable Annuities

Published: April 24, 2018

Variable annuities have received negative publicity in recent years, which may keep individuals from buying them. Although variable annuities have …More

The Advantages of Revocable Trusts (Published: March 22, 2018)

Using Joint Ownership for Incapacity Planning (Published: February 15, 2018)

Refilling the Cash Bucket (Published: January 18, 2018)

Protecting Your Assets (Published: December 18, 2017)

Thinking Through Beneficiary Elections (Published: November 21, 2017)

The Advantages of Advance Funeral Planning (Published: October 26, 2017)

Designating Someone to Make Health Care Decisions (Published: September 21, 2017)

Do These 6 Things 5 Years Before Retirement (Published: September 6, 2017)

Leaving Flexibility on 529 Plan Accounts (Published: August 28, 2017)

Using an Annuity for Retirement Income (Published: July 27, 2017)

Choosing Beneficiaries for Your IRA (Published: May 4, 2017)

Estate Planning for Blended Families (Published: February 7, 2017)

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TSP	L Income	L 2020	L 2030	L 2040	L 2050	G Fund	F Fund	C Fund	S Fund	I Fund
Last 12 mo	4.39%	6.07%	8.59%	9.71%	10.76%	2.53%	-0.27%	14.34%	16.85%	7.25%
YTD	1.32%	1.34%	1.46%	1.49%	1.54%	1.37%	-1.56%	2.63%	6.17%	-2.44%
Jun	0.19%	0.17%	0.14%	0.13%	0.12%	0.24%	-0.10%	0.61%	0.86%	-1.20%

TSP

L Income

L 2020

L 2030

L 2040

L 2050

G Fund

F Fund

C Fund

S Fund

I Fund

Last 12 mo

4.39%

6.07%

8.59%

9.71%

10.76%

2.53%

-0.27%

14.34%

16.85%

7.25%

YTD

1.32%

1.34%

1.46%

1.49%

1.54%

1.37%

-1.56%

2.63%

6.17%

-2.44%

Jun

0.19%

0.17%

0.14%

0.13%

0.12%

0.24%

-0.10%

0.61%

0.86%

-1.20%