Your Thrift Savings Plan is the biggest lever in your federal retirement, and the rules are easy to get wrong. Join Ann Werts online this Thursday and walk out knowing how your TSP funds work, how to allocate in uncertain times, and how to turn it into income that lasts, from anywhere.
Other classes read you the OPM handbook. We don't have time for that, and neither do you. Each block ends with a specific decision you'll know how to make by the end of the hour.
MRA + 10 vs. immediate retirement, the supplement earnings test, the survivor election (and why it's irrevocable on the day you sign).
The G Fund argument, the Mutual Fund Window, the order of withdrawals across TSP, IRA, and taxable, and how Roth fits in.
The 5-year rule, premium-sharing math, IRMAA brackets, and what changes if your spouse has separate coverage.
The post-65 cost cliff on Option B, when private term wins, plus claiming windows, WEP/GPO, and integrating with your FERS pension.
"We had two months until retirement and no idea whether to take the supplement or wait. Two hours later we knew the answer, and the math behind it. My wife came too, and we both walked out lighter."
Federal Benefits Specialist · Capital Wealth
"FERS, TSP, FEHB, Medicare, none of these decisions stand alone. We line them up against your tax bracket, your spouse's coverage, and your timeline. Then we write it down."
Live on Zoom · Thursday, August 6 · 5:00-6:00 PM MT
Register and we'll email your unique join link plus a calendar invite. Hop on 5 minutes early to settle in.
No Zoom account required
Works on your computer, tablet, or phone.
We'll share slides, run the math live on screen, and take your questions in the chat. A recording and summary go out to everyone who registers, so you're covered even if something comes up.
No. This is independent fiduciary education, not limited by handbook scripts and not endorsed by any federal agency.
No products are offered or sold during the webinar. Period. If you want a one-on-one conversation afterward, that's your call.
Please do, we encourage it. Survivor elections, FEHB, and SS claiming are joint decisions, not solo ones.
Yes, we'll cover where 6c rules diverge from standard FERS, including the mandatory retirement age and the supplement difference.
Join live from anywhere. Can't make it live? Register anyway and we'll send you the recording.
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