WHAT WE’LL COVER
During This Live Webinar, We’ll Discuss:
Join Neal Thompson, AIF®, CEPA®, for a practical session on the retirement questions federal employees ask most—before making decisions you’ll live with for decades.
Flexible Spending Accounts (FSAs)
Tax considerations surrounding FSAs as you approach your retirement date.
Lifecycle (L) Funds
Investment considerations when evaluating the TSP’s Lifecycle (L) Funds.
TSP or Roll to an IRA
Factors to weigh when deciding whether to keep savings in the TSP or roll assets to an IRA.
What Changes at Age 62
How reaching age 62 and your retirement timing may affect your benefits.
Beneficiary Planning
Beneficiary considerations and what may happen to your TSP if something happens to you.
Live Q&A
Submit your questions through the live chat and learn alongside other federal employees.
Meet Your Presenter
Neal Thompson, AIF®, CEPA®, is a Senior Vice President, Advisor, and Partner who has spent more than 15 years helping federal employees understand their retirement benefits and planning considerations through educational workshops and webinars.
His experience spans a wide range of federal retirement topics—including FERS, TSP planning, retirement income, benefits elections, and retirement timing—so this session focuses on the questions federal employees ask most.