CFEB HALF DAY RETIREMENT CLASS
Thrift Savings Plan and Financial Principles & Six costly errors in the co-ordination of your beneficiary designations
February 15, 2018 | 8:00 am - 12:00 pm
CFEB Training Room | Denver Federal Center | Lakewood CO
$65 | Online Registration & Payment Required
- Advance registration and payment is required for all classes. WALK-INS are not allowed.
- No refunds for cancellations or no shows. However, you may send a substitute in your place by notifying the CFEB in advance of the class.
- All attendees are required to pay to attend -- including significant others.
- Agencies are required to provide and make advance arrangements for special needs requests such as hearing interpreters.
Thrift Savings Plan and Financial Principles - Making sure you know your options now and in retirement…
*Maximizing your tax benefits - how does the Roth play into this?
*Investment choices - Digging in deep
*Is a good idea to borrow from your thrift?
*Pre-and post retirement withdrawal options. Good news, this is soon to become less complicated!!
Six costly errors in the co-ordination of your beneficiary designations- including…..
*What happens if I have a beneficiary designation on my TSP, but don't have a will?
*How should I title and own my assets, including investments, real estate, bank accounts, etc
QUESTIONS | 303 202 4588 | firstname.lastname@example.org