Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
218 episodes
4 days ago
Should you leave your Thrift Savings Plan (TSP) untouched, roll it to an IRA, or turn it into a lifetime income stream? In this episode, we break down the real-world pros and cons of each TSP retirement option so you don’t accidentally trade away flexibility, tax control, or your spouse’s future security. Most federal employees pick the “simple” choice with TSP—and it can quietly cost them in taxes and lost options later. 👉 FREE 15-minute call: https://calendly.com/charlesdzama/complimentary...
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Should you leave your Thrift Savings Plan (TSP) untouched, roll it to an IRA, or turn it into a lifetime income stream? In this episode, we break down the real-world pros and cons of each TSP retirement option so you don’t accidentally trade away flexibility, tax control, or your spouse’s future security. Most federal employees pick the “simple” choice with TSP—and it can quietly cost them in taxes and lost options later. 👉 FREE 15-minute call: https://calendly.com/charlesdzama/complimentary...
What Happens When You Hire a Fiduciary Financial Advisor, What Do They Do?
Federal Employees Retirement & Benefits Podcast by CD Financial
4 minutes
1 month ago
What Happens When You Hire a Fiduciary Financial Advisor, What Do They Do?
A financial advisor doesn’t just manage your investments — they design a roadmap to your goals, protect your lifetime income, and adapt your plan when life changes. 🔔 Don’t forget to Subscribe and tap the bell for weekly insights on financial planning, retirement, tax strategy, and more. A truly fiduciary financial advisor builds personalized retirement income strategies, handles tax planning, and ensures your portfolio adjusts to life’s changes. 🔗 LINKS & RESOURCES FREE 15-minute call...
Federal Employees Retirement & Benefits Podcast by CD Financial
Should you leave your Thrift Savings Plan (TSP) untouched, roll it to an IRA, or turn it into a lifetime income stream? In this episode, we break down the real-world pros and cons of each TSP retirement option so you don’t accidentally trade away flexibility, tax control, or your spouse’s future security. Most federal employees pick the “simple” choice with TSP—and it can quietly cost them in taxes and lost options later. 👉 FREE 15-minute call: https://calendly.com/charlesdzama/complimentary...
