Posted on Friday, 21st November 2025 by Dennis Damp

I rolled over my traditional Thrift Savings Plan (TSP) to my personal Fidelity IRA last month. The TSP was established in 1987 concurrent with the Federal Employees Retirement System (FERS), and I retired in 2004 under the Civil Service Retirement System (CSRS), leaving me only 17 years to fund my TSP. There were many factors […]

Tags: BPA, Daily Brief, FERS Accounts, Inherited IRAs, Rollovers, Transfers, TSP Inheritance Guidance, TSP Rollovers, TSP Withdrawals
Posted in

• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION

Posted on Friday, 5th September 2025 by Dennis Damp

Gail recently asked, “If I use my Thrift Savings Plan (TSP) Required Minimum Distribution (RMD) to purchase an annuity, can I avoid paying taxes on that RMD?” Using your Thrift Savings Plan (TSP) Required Minimum Distribution (RMD) to purchase an annuity doesn’t eliminate the taxes due on the withdrawn funds. RMDs are Taxable as Ordinary […]

Tags: Annuity Pruchases, Annuity Purchases, ROTH Annuities, Transferring Your TSP Account, TSP, TSP Fixed Annuity, TSP RMDs, TSP Rollovers
Posted in

• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SURVIVOR INFORMATION