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Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?
Manage episode 364179336 series 2536305
Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.
Here’s what we’ll discuss in this episode:
- A recent phone call with a federal employee that led to today’s show topic + a brief breakdown of TSPs. (1:01)
- Why would you move money from a TSP to an IRA? (5:36)
- The value of an RIA and fee transparency. (8:18)
- The benefit of having personalized planning advice. (12:06)
Want to set up a meeting with us? Visit us here: http://talkwithlee.com
Get more financial education at http://myretirementclarity.com
149 bölüm
Manage episode 364179336 series 2536305
Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.
Here’s what we’ll discuss in this episode:
- A recent phone call with a federal employee that led to today’s show topic + a brief breakdown of TSPs. (1:01)
- Why would you move money from a TSP to an IRA? (5:36)
- The value of an RIA and fee transparency. (8:18)
- The benefit of having personalized planning advice. (12:06)
Want to set up a meeting with us? Visit us here: http://talkwithlee.com
Get more financial education at http://myretirementclarity.com
149 bölüm
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