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Financial Thursdays Lunch and Learn: Tax Strategies and TSP
February 5, 2018 @ 11:30 am - 1:00 pm
A Chicago FEB Financial Thursdays Lunch & Learn Event
Thursday, April 5, 2018
11:30 a.m. to 1:00 p.m.
Metcalfe Federal Building
77 West Jackson Blvd., Suite 328
This event is free. Seating is limited. Registration is required.
This overview presentation covers the Tax Strategies and TSP, and includes:
Taxes are likely to be your single largest expense each year, and a tax diversification strategy can properly allocate and diversify your investments. This presentation illustrates three possible tax scenarios — taxable, tax-deferred, and tax-free. Learn what you can do to put yourself in the best tax situation to pursue your retirement income goals.
This overview presentation of the Thrift Savings Plan covers how the plan fits into both CSRS and FERS, benefits of enrolling, earnings potential, matching funds, the Roth option, fund descriptions, loans, withdrawals and beneficiary information.