For Your Benefit

Let’s Talk TSP

November 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®.  There is certainly a lot to talk about on the topic of TSP.  Join our guests as they discuss the following:

The new terminology for making investment changes
The importance of double checking your beneficiary designations
The Mutual Fund Window
What’s going on with the I Fund?
How to make allocation decisions...

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November 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®.  There is certainly a lot to talk about on the topic of TSP.  Join our guests as they discuss the following:

  • The new terminology for making investment changes
  • The importance of double checking your beneficiary designations
  • The Mutual Fund Window
  • What’s going on with the I Fund?
  • How to make allocation decisions when the market is so volatile

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com