Equal Payments to Avoid 10% Early Withdrawal Penalty
Internal Revenue Service rule 72(t) deals with substantially equal periodic payments and how they can be used to avoid the …More
TSP
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Exceptions to the TSP Early Withdrawal Penalty
I recently was contacted by a retired federal employee who wanted to take money out of his TSP for medical …More
The C Fund Roars to New All-Time Highs
The S&P 500 large stock index, and the C Fund that tracks it, increased to new all-time highs last week. …More
The I Fund Has Been Caught Up in Politics
Aside from the G Fund that invests in special treasuries, the TSP uses index funds for its other funds, meaning …More
Brexit Delay: Continued Uncertainty for the I Fund
Brexit uncertainty continues to have a big impact on the I Fund. Until a couple days ago, the plan was …More
Auto-Enrollment Default Set to Rise to 5 Percent
For the last several years, new hires have been automatically enrolled in the TSP at a 3% contribution level. When …More
Even Small TSP Contributions Still Worth Making
“It takes money to make money” is an old saying that has been, is, and will be true. If you …More
A Weaker Dollar is Giving International Stocks Signs of Life
During the past week, the large-cap C Fund increased 0.55%, the 0.68% small-cap S Fund increased 0.68%, and the international …More
Trade War De-Escalation and a Major Shift in U.S. Monetary Policy
The S&P 500, tracked by the C Fund, continued a choppy sideways pattern last week near the psychologically important 3,000 …More
Think Twice Before Rolling Over Your TSP
Though they have been climbing steadily the last few years, the TSP fund expenses are still among the lowest that …More
End of Year Reminder on TSP Taxes and Contributions
It’s time to get ready for a possible change in the amount one can contribute to the TSP and it’s …More
The TSP Remains Choppy with Mixed Economic Data
A significant amount of economic data came out last week. Earlier in the week, disappointing private jobs data came out, …More
Tax Rules Differ When Taking from a Roth TSP vs. Roth IRA
There are some differences between the Roth TSP and a Roth IRA when it comes to withdrawals that could cost …More
Previous Shutdown Revealed Lack of Emergency Savings
Have you ever been sick with a bad cold of the flu and wondered if you would ever feel normal …More
Brexit Uncertainty Continues to Hang Over the I Fund
While the United States deals with the uncertainty of a presidential impeachment inquiry and the ongoing China/U.S. trade war, the …More