financial planner Stephen Zelcer
Coordinating your TSP with your other investments

New Webinar – Coordinating your TSP with your other investments

The TSP is just one piece of the puzzle. If you have other investment accounts, you can coordinate them with your TSP so that you can position the correct assets in the correct account. This will help you pay less in taxes and be strategic when taking your distribution.

What should you do with your investments outside of your TSP? Should you invest them the same way as you do the TSP? Should one account be more aggressive or conservative than the other? Should you just consolidate them? How do you make these decisions?


In this Webinar I will explain:

  • What outside accounts provide that TSP doesn’t
  • Different types of taxation on your investment accounts
  • Roth allocations vs Traditional allocations
  • Allocations during your RMD years
Thursday, 24 June 2021, 11:00 AM ET
To register please click on the button below.
See you at the webinar!

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