Videos

Video thumbnail for TSP Rollover – Thrift Savings Plan Rollover Explained
02:29
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TSP Rollover – Thrift Savings Plan Rollover Explained

What are TSP rollovers - What is a TSP rollover? 1-800-566-1002 https://www.ifasifinancial.com, What are the best types of TSP rollovers and learn how you can avoid the most common mistakes that individuals have made when looking to rollover their TSP account into an IRA account. https://www.youtube.com/watch?v=fUZeW-7EZww A TSP is a retirement ...
YouTube
· Mar 13, 2023
Video thumbnail for How to do a TSP Rollover
11:15
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How to do a TSP Rollover

Have you ever wondered how to do a TSP Rollover? Or a TSP withdrawal or transfer? This video will walk current federal employees and FERS retirees through the step by step process on how to do a rollover. Should you rollover TSP? https://youtu.be/jQgrE3rE0zQ My website www.bobbfinancial.com Schedule an introductory call https://calendly.com ...
YouTube
· Feb 5, 2024
Video thumbnail for TSP Explained | How to Rollover TSP to IRA
12:05
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TSP Explained | How to Rollover TSP to IRA

START INVESTING FOR FREE: 📈 M1 Finance - https://m1finance.8bxp97.net/NextLevelLife Get FREE Audiobooks and 2 Audible Originals (and support this channel!) with a 30-day Free Trial of Audible: https://amzn.to/2zEFqhT Subscribe for weekly finance videos: https://www.youtube.com/channel/UCbsDR27rGCFdDKQVRl_tgEQ?sub_confirmation=1 In this ...
YouTube
· Apr 6, 2018
Video thumbnail for What To Do With Your TSP When You Separate | TSP ROLLOVER EXPLAINED
11:13
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What To Do With Your TSP When You Separate | TSP ROLLOVER EXPLAINED

Are you leaving federal employment, retiring from the government, getting out of the military, or separating from federal service? A big question you have to ask is what to do with your TSP? Whether you're retiring with a TSP or getting a new job you have the following 3 options... 1) WITHDRAW THE MONEY FROM YOUR TSP: If you choose to cash out ...
YouTube
· Jun 14, 2021
Video thumbnail for Thrift Savings Plan Rollover | IRA Rollover | TSP | theSITREP
01:54
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Thrift Savings Plan Rollover | IRA Rollover | TSP | theSITREP

In this episode of theSITREP, Paul covers rollover options with Thrift Savings Plan. Paul is joined by U.S. Air Force Veteran, Mike Jerue, who serves as the Deputy Chief Investment Officer at Thrift Savings Plan. Listen to the complete Thrift Savings Plan Podcast here: https://media.transistor.fm/11bbf49e/5fc895cc.mp3 FIVE WAYS TO CONNECT WITH ...
YouTube
· Jun 6, 2023
Video thumbnail for TSP Military Rollover | Thrift Savings Plan | TSP Tax Free | Combat Pay | theSITREP
02:21
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TSP Military Rollover | Thrift Savings Plan | TSP Tax Free | Combat Pay | theSITREP

In this episode of theSITREP, Paul covers rolling over your military Thrift Savings Plan into a civilian TSP or other program. Paul is joined by U.S. Air Force Veteran, Mike Jerue, who serves as the Deputy Chief Investment Officer at Thrift Savings Plan. Listen to the complete Thrift Savings Plan Podcast here: https://media.transistor.fm ...
YouTube
· Jun 6, 2023
Video thumbnail for TSP Rollover - TSP Rollover for Dummies
25:54
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TSP Rollover - TSP Rollover for Dummies

What are TSP rollovers– What is a TSP Rollover? 1-800-566-1002 https://www.ifasifinancial.com . What are the best types of TSP rollovers for retirement and learn how you can avoid the most common mistakes that individuals have made when looking to execute a TSP rollover. Protect Your Retirement with a TSP Rollover https://youtu.be/OeTssdOADek ...
YouTube
· Aug 23, 2021
Video thumbnail for Can You Transfer Your TSP to an IRA? An Ultimate Guide to Rollover TSP
04:17
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Can You Transfer Your TSP to an IRA? An Ultimate Guide to Rollover TSP

Can You Transfer Your TSP to an IRA? An Ultimate Guide to Rollover TSP Click here to learn more = https://eazyinvesting.com/diversify-retirement/ The Thrift Savings Plan is a great retirement plan for people in the armed services and federal employees. However, the investment opportunities in TSP are strict and limited. That is why you might ...
YouTube
· Oct 27, 2020
Video thumbnail for 3 Steps For How to Transfer Your TSP to an IRA ( Rollover )
06:32
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3 Steps For How to Transfer Your TSP to an IRA ( Rollover )

In this video, Jose Armenta, CFP®, reviews the 3 Steps of transferring the TSP to an IRA. Should Federal Employees Transfer Their TSP to an IRA? https://youtu.be/ehUoTlX-GWA Why Federal Employees Should Avoid an Indirect Rollover! https://youtu.be/iLyqcTeLCDQ Are you looking to work with a financial planner who specializes in financial ...
YouTube
· Jan 17, 2024
Video thumbnail for Learning How to Use TSP Withdrawal Forms
08:57
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Learning How to Use TSP Withdrawal Forms

#tspforms #tsp75 #tsp70 The TSP 75 or Thrift Savings Plan Age-Based In-Service Withdrawal Request Form, this form is used for federal employees who are at least 59 1/2 years of age and still employed. In this video we explain how to use the form for withdrawal requests, transfer elections and long with a number of other options provided by this ...
YouTube
· Dec 17, 2018
Video thumbnail for TSP After Federal Service | Thrift Savings Plan | Retirement | Rollover | theSITREP
01:27
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TSP After Federal Service | Thrift Savings Plan | Retirement | Rollover | theSITREP

In this episode of theSITREP, Paul covers your options with Thrift Savings Plan upon leaving federal service. Paul is joined by U.S. Air Force Veteran, Mike Jerue, who serves as the Deputy Chief Investment Officer at Thrift Savings Plan. Listen to the complete Thrift Savings Plan Podcast here: https://media.transistor.fm/11bbf49e/5fc895cc.mp3 ...
YouTube
· Jun 6, 2023
Video thumbnail for Should You Transfer Your TSP To An IRA? (TSP Rollover)
05:16
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Should You Transfer Your TSP To An IRA? (TSP Rollover)

In this video, Jose Armenta, CFP®, reviews the advantages and disadvantages of transferring the TSP to an IRA. If you want more details on the subject read the following article: https://yourfederalemployeebenefits.com/2021/07/21/what-to-consider-before-transferring-your-tsp-to-an-ira/ Are you looking to work with a financial planner who ...
YouTube
· Jul 21, 2021
Video thumbnail for Rollovers: Moving Your Money Out of the TSP
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Rollovers: Moving Your Money Out of the TSP

Although the correct terminology for moving money from the TSP to an IRA or another tax advantaged account is “rollover”, many planners and others will
fedweek.com
· Aug 31, 2021
Video thumbnail for How to complete a TSP 1 Form
10:23
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How to complete a TSP 1 Form

In this video, the Benefits SuperShe-RO will show you how to complete your Thrift Savings Plan form, TSP-1. TSP information: https://www.tsp.gov/ TSP-1 Form: https://www.tsp.gov/publications/tsp-1.pdf?TSP-1 Traditional vs. Roth: https://tspstrategies.com/roth-tsp/roth-tsp/
YouTube
· Feb 16, 2023
Video thumbnail for TSP Withdrawal Form - Thrift Savings Plan Withdrawal Form Fully Explained
08:38
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TSP Withdrawal Form - Thrift Savings Plan Withdrawal Form Fully Explained

What are TSP withdrawal forms – What is a TSP withdrawal form? http://www.RetireSharp.com 1-800-566-1002. What are the best types of ways to take tsp withdrawals for retirement and learn how you can avoid the most common mistakes that individuals have made when looking to fill out their TSP withdrawal form for their tsp retirement accounts ...
YouTube
· Jan 1, 2009
Video thumbnail for TSP to Roth IRA Rollover Strategy Explained | Thrift Savings Plan
00:49
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TSP to Roth IRA Rollover Strategy Explained | Thrift Savings Plan

Did you recently quit your federal government job, separate, or retire from the military? Here are the steps to roll your Thrift Savings Plan (TSP) over to a Roth IRA. Private Group Coaching with Psy ️ https://www.youtube.com/channel/UCxVMI3H_O2PW5O4qpORkZ_Q/join 🤳 Psy on TikTok, Facebook, Instagram 🤳 https://linktr.ee/firepsychat 📖 ...
YouTube
· Apr 29, 2023
Video thumbnail for TSP to Roth IRA Rollover | 5 Things You Need to Know Before TSP Rollover
09:31
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TSP to Roth IRA Rollover | 5 Things You Need to Know Before TSP Rollover

Did you recently quit your federal government job, separate, or retire from the military? Here are the steps to roll your Thrift Savings Plan (TSP) over to a Roth IRA. Private Group Coaching with Psy ️ https://www.youtube.com/channel/UCxVMI3H_O2PW5O4qpORkZ_Q/join 🤳 Psy on TikTok, Facebook, Instagram 🤳 https://linktr.ee/firepsychat 📖 ...
YouTube
· Feb 17, 2023
Video thumbnail for How To Do A TSP Transfer on The New Thrift Savings Plan Website
11:39
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How To Do A TSP Transfer on The New Thrift Savings Plan Website

The Thrift Savings Plan has updated its website. Have you used it yet? Is it more user-friendly or more confusing? And specifically, do you know how actually take withdrawals from the TSP? What are the rules? Potentially is there a better way to do it? Those are the questions we’re gonna answer. As always, we're here to help you take the ...
YouTube
· Feb 27, 2023
Video thumbnail for TSP Rollover to Gold - How to Convert Thrift Savings Plan to Gold
04:19
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TSP Rollover to Gold - How to Convert Thrift Savings Plan to Gold

TSP Rollover to Gold - How to Convert Thrift Savings Plan to Gold? Click here to learn more = https://eazyinvesting.com/diversify-retirement/ You should know the process of TSP rollover to gold if you are thinking about converting your investment. Unfortunately, the economy can be very cruel. A lot of people undergo financial collapse because ...
YouTube
· Oct 29, 2020
Video thumbnail for Thrift Savings Plan (TSP): What It Is and How It Works
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Thrift Savings Plan (TSP): What It Is and How It Works

The thrift savings plan (TSP) is a retirement savings and investment program available only to federal employees and members of the uniformed services.
investopedia.com
· Jan 28, 2010
Video thumbnail for Withdrawing your TSP after leaving Federal Service - TSP Withdrawal Explained!
19:49
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Withdrawing your TSP after leaving Federal Service - TSP Withdrawal Explained!

What are ways to withdrawing your tsp account after leaving federal service - What is withdrawing your TSP account after leaving federal service? 1-800-566-1002 http://www.RetireSharp.com . What are the techniques to withdrawing your tsp account after leaving federal service for retirement and learn exactly how you can avoid the most common ...
YouTube
· Mar 3, 2021
Video thumbnail for Social Security and TSP Withdrawals in Retirement | Financial Advisor | Christy Capital Management
12:48
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Social Security and TSP Withdrawals in Retirement | Financial Advisor | Christy Capital Management

Social security becomes taxable when your combined income exceeds certain thresholds. Your Provisional Income (the amount of income that is taxable) is the sum of your AGI (Adjusted Gross Income - includes federal annuity and traditional TSP withdrawals) plus tax exempt income (from municipal bonds) plus 50% of your Social Security income. Most ...
YouTube
· Aug 18, 2021
Video thumbnail for How a 457 Plan Works After Retirement: Withdrawals and Rollovers
Icon for www.investopedia.cominvestopedia.com › articles

How a 457 Plan Works After Retirement: Withdrawals and Rollovers

Understand how a 457 plan works after retirement, including withdrawal rules, rollover options, tax implications, and strategies to maximize your savings.
investopedia.com
· Jan 1, 2009
Video thumbnail for Understanding a Rollover in Retirement Accounts and Forex
Icon for www.investopedia.cominvestopedia.com › terms

Understanding a Rollover in Retirement Accounts and Forex

A rollover is typically the transfer of holdings from one retirement plan to another without creating a taxable event.
investopedia.com
· Jan 1, 2009
Video thumbnail for 2019-2024 Form TSP-1 Fill Online, Printable, Fillable, Blank - pdfFiller
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2019-2024 Form TSP-1 Fill Online, Printable, Fillable, Blank - pdfFiller

Get started now
pdffiller.com
· Jan 10, 2021
Video thumbnail for 401(k) Distribution, How to Request Distribution/Rollover from Your 401(k)
Icon for slavic401k.comslavic401k.com › resources

401(k) Distribution, How to Request Distribution/Rollover from Your 401(k)

This Slavic401k video provides step-by-step instructions on how to request a distribution or rollover from your 401(k) account online with Slavic401k.
slavic401k.com
· Sep 2, 2022
Video thumbnail for Thrift Savings Plan (TSP) Withdrawal Options
10:40
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Thrift Savings Plan (TSP) Withdrawal Options

This video will demonstrate the withdrawal options for TSP.
YouTube
· Sep 18, 2014
Video thumbnail for How Reverse Rollovers Work: IRA to 401(k), 403(b), or TSP
13:36
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How Reverse Rollovers Work: IRA to 401(k), 403(b), or TSP

What is a reverse rollover, and why might you roll an IRA into a 401(k) or 403(b) account? The term refers to moving money in a way that’s different from what happens most frequently. At some point, people often move money out of their workplace retirement plans—and into an IRA that they control. There are pros and cons of doing that, and ...
YouTube
· Aug 23, 2022
Video thumbnail for 13 TSP Withdrawal Options
03:09
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13 TSP Withdrawal Options

This video will teach you how to enter data regarding your TSP Withdrawal Options in the correct way on the Thrift Savings Plan (TSP) form in the CSRS FERS Benefits Calculator.
YouTube
· Jan 4, 2016
Video thumbnail for Rollovers of retirement plan and IRA distributions | Internal Revenue Service
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Rollovers of retirement plan and IRA distributions | Internal Revenue Service

Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.
irs.gov
· May 18, 2016
Video thumbnail for TSP Tips - Thrift Savings Plan Beneficiaries
07:09
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TSP Tips - Thrift Savings Plan Beneficiaries

Beneficiaries on a Thrift Savings Plan seem simple. They are, but many federal employees ignore keeping them updated. In this episode, we share some tips to help you with your TSP beneficiaries. Welcome to Financial Planning 4 Feds. We are dedicated to educating federal employees on how to maximize value from their government benefits by ...
YouTube
· Feb 17, 2021
Video thumbnail for Step by Step – How to Rollover Funds from a 401(k)
03:14
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Step by Step – How to Rollover Funds from a 401(k)

One thing you should do before you leave a job is find out if you have funds in a 401(k). If you do, you need to learn how to roll those funds over into your new 401(k) plan, or an IRA. Options for Getting Started See if you Prequalify: https://bit.ly/3EUAgSX Schedule a Free Consultation: https://bit.ly/irafinanial_newaccountconsultation Visit ...
YouTube
· Aug 15, 2022
Video thumbnail for How to read your TSP (401k) statement
20:42
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How to read your TSP (401k) statement

This video will teach you how read your TSP (401k) statement. Most statements should be similar to mine relative to the content and so I hope this video will help you all in deciphering how to read your TSP (401k) statement.
YouTube
· Aug 19, 2020
Video thumbnail for TSP Rollover to Roth IRA - The Things that You Should Do
04:46
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TSP Rollover to Roth IRA - The Things that You Should Do

TSP Rollover to Roth IRA is managing your transaction on the type of TSP account to be transferring source and used method to move money. Click here to learn more = https://eazyinvesting.com/diversify-retirement/ TSP or Thrift Savings Plan is a retirement plan fulfilling the requirements to be a member of the uniformed services in the US or ...
YouTube
· Mar 15, 2021
Video thumbnail for TSP Withdrawal Rules You Need to Know
10:18
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TSP Withdrawal Rules You Need to Know

Check out the full article here: https://planyourfederalbenefits.com/blog/ Check out my courses here: https://planyourfederalbenefits.com/courses-main-page/ Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sierra Vista, AZ Want to work with me? Click here: https://bit.ly ...
YouTube
· Jul 18, 2020
Video thumbnail for TSP Rollover to IRA After Retirement - TSP Roll Over to IRA After Retirement
20:14
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TSP Rollover to IRA After Retirement - TSP Roll Over to IRA After Retirement

What are TSP Rollovers to IRA after Retirement- What is a TSP Rollover to IRA after retirement? 1-800-566-1002 https://www.ifasifinancial.com. What are the best types of TSP Rollovers to IRA after retirement and learn how you can avoid the most common mistakes that individuals have made when looking to purchase a TSP Rollover to an IRA after ...
YouTube
· Nov 17, 2022
Video thumbnail for TSP Withdrawals in Retirement | Financial Advisor | Christy Capital Management
12:57
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TSP Withdrawals in Retirement | Financial Advisor | Christy Capital Management

Retirement planning often involves assessing various income sources such as federal pensions, Social Security, and personal savings like the Thrift Savings Plan (TSP). Federal employees have unique opportunities regarding TSP withdrawals, such as penalty-free access if retiring in the year they turn 55 or older. TSP withdrawals are subject to ...
YouTube
· Aug 18, 2021
Video thumbnail for TSP Withholding
08:55
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TSP Withholding

Thrift Savings Plan (TSP) withholding matters in federal retirement. Before taking a distribution you might want to review this chart to make sure you know what amount of taxes will be withheld.
YouTube
· Sep 1, 2021
Video thumbnail for 3 Steps to DOUBLE Your TSP
06:20
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3 Steps to DOUBLE Your TSP

Join the Fed Retirement Planning Community: http://www.fedretirementplanning.com/fed-retirement-planning-community/ Ever wondered how you can double the amount in your TSP? Here are three steps to increasing the amount substantially! -- Subscribe to My Channel Here https://www.youtube.com/channel/UC8bWrSS2BdaQGtc1mq45Z6g?sub_confirmation=1 ...
YouTube
· Jan 1, 2009
Video thumbnail for Tsp 70 2013-2025 Form - Fill Out and Sign Printable PDF Template | airSlate SignNow
Icon for www.signnow.comsignnow.com › fill-and-sign-pdf-form

Tsp 70 2013-2025 Form - Fill Out and Sign Printable PDF Template | airSlate SignNow

Tsp Forms. Get your fillable template and complete it online using the instructions provided. Create professional documents with airSlate SignNow.
signnow.com
· Feb 9, 2019
Video thumbnail for TSP Rollover: Retirement Planning Made Easy
00:26
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TSP Rollover: Retirement Planning Made Easy

Planning your retirement? Learn about TSP rollover options and how to maximize your benefits. This video explores different destinations for your TSP transactions and explains the process of transferring your funds into an IRA. Secure your financial future today! EDUCATIONAL PURPOSES ONLY #TSPRollover #RetirementPlanning #TSPTransactions # ...
YouTube
· Feb 10, 2025
Video thumbnail for Section 85 Rollover Explained | Its Purpose & How It Can Benefit your Business
02:52
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Section 85 Rollover Explained | Its Purpose & How It Can Benefit your Business

Contact us here to get in touch with a trusted advisor: https://www.parrbusinesslaw.com/contact --------------------------------------------------------------------------- A section 85 rollover is a mechanism that allows a taxpayer to transfer property from him or herself into another entity. Usually this mechanism is used when somebody has ...
YouTube
· Jan 12, 2021
Video thumbnail for TurboTax 2022 Form 1040 - How to Record 401(k) Rollover to Traditional IRA
14:58
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TurboTax 2022 Form 1040 - How to Record 401(k) Rollover to Traditional IRA

How to file your taxes with TurboTax? In this video, I cover how to enter Form 1099-R which shows a direct rollover of a 401(k) plan balance into a Traditional IRA. This often happens when an employee leaves their employer for a new position and needs to transfer their previous 401(k) balance. The transfer from a traditional 401(k) to a ...
YouTube
· Feb 7, 2023
Video thumbnail for Should you roll over your TSP? Should I rollover my my TSP?
13:35
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Should you roll over your TSP? Should I rollover my my TSP?

Should you roll over your TSP? Thrift savings Plan Rollover. Patreon: https://www.patreon.com/FightingWordsFinancial Join WEBULL, deposit $100, and receive FREE STOCKS worth up to $3700 using this link: https://act.webull.com/iv/tkXPYD77nquI/65k/inviteUs/recommend_1343_A_push If you have a TSP and a professional financial advisor at all this is ...
YouTube
· Mar 22, 2021
Video thumbnail for The Best TSP Withdrawal Options (and the one to avoid)
05:32
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The Best TSP Withdrawal Options (and the one to avoid)

Unlock the power of your Thrift Savings Plan with expert guidance! Join us in our latest All About Fers video, featuring John Raleigh, CFPⓇ, as he demystifies the world of TSP withdrawals. Discover how to tailor your TSP withdrawals to your unique needs by understanding the rules and regulations that govern them. Take control of both the ...
YouTube
· Sep 11, 2023
Video thumbnail for 401k Rollover to IRA process explained by a financial advisor
05:57
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401k Rollover to IRA process explained by a financial advisor

In this video I explain the process of a 401k rollover to IRA. It isn't difficult, it just might be new to you. Take your time, take some notes, do sufficient research, and execute. The whole process shouldn't take more than 3-4 weeks between the time of initiating the rollover to the funds being settled into your Traditional IRA and ready for ...
YouTube
· Jul 4, 2023
Video thumbnail for Thrift Savings Plan Rollover - Thrift Savings Plan Rollovers Easily Explained
13:27
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Thrift Savings Plan Rollover - Thrift Savings Plan Rollovers Easily Explained

What are thrift savings plan rollovers – What is a thrift savings plan rollover for retirement? http://www.RetireSharp.com 1-800-566-1002. What are the best type of tsp rollovers for retirement and learn how you can avoid the most common mistakes that individuals have made when looking to roll over their thrift savings plan. Accessing Your ...
YouTube
· Jan 22, 2016
Video thumbnail for How to Make TSP Interfund Transfers
01:54
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How to Make TSP Interfund Transfers

Here we explain how to change the allocation of the current funds in your thrift savings plan (TSP) account. Subscribe for more tips or visit our website for help with making the most of your federal government benefits
YouTube
· May 14, 2018
Video thumbnail for Create an Interactive PDF with Rollover Pop-ups
09:45
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Create an Interactive PDF with Rollover Pop-ups

(SKIP AHEAD to 5:26 to quickly see the crucial settings) In this tutorial we create an interactive PDF with mouse rollovers or popups using Adobe Illustrator and buttons in Adobe Acrobat Pro. View Text Version of the Tutorial here: https://angusashtonfilm.com/create-interactive-pdf-with-mouse-rollover-popups/ Chapters: Intro and Basic Example ...
YouTube
· Apr 25, 2020
Video thumbnail for Rollover Form
04:45
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Rollover Form

YouTube
· Apr 6, 2018