Phone: 301-377-9407

Investing in the Thrift Savings Plan, a Workshop for TSP Participants

The Thrift Savings Plan (TSP) is a critical for the retirement security of Federal retirees. Most FERS retirees will need TSP withdrawals to supplement their annuities (pensions) at some point. If participants do not correctly manage their TSP accounts, their retirement security may be at risk.
Because the TSP is so important to Federal employees and retirees, Montgomery College asked Arthur Stein, CFP® to teach a three hour class.
Course participants learn about differences in the TSP investment funds, tax considerations, the Roth TSP option, short-term and long-term considerations when making decisions, withdrawal options, stretching the account, Required Minimum distributions and the Life Annuity option.
This class will help employees and retirees make informed decisions about their TSP accounts. This course is only relevant to TSP participants or Federal employees considering participation.
You must register directly with Montgomery College.
To register on the web,
Click “Personal Finance Academy” (in the right column)
Choose PRF155: “Investing in the Thrift Savings Plan When Working and Retired”
Saturday class is CRN#: 25708:
Date:               One day course, October 20, 2018 from 9:30 to 12:30 AM
Location:         Business Training Center, 12 South Summit Ave., Gaithersburg, MD 20877
Cost:               MD residents: $40; Non-MD Residents: $70 
Wednesday class is CRN#: 25710:
Date:               One day course, November 14, 2018 from 6:30 to 9:30 PM
Location:         Westfield South Center, 11002 Veirs Mill Road, Wheaton, MD 20902
Cost:                MD residents: $40; Non-MD Residents: $70 
Email me if you prefer to register by fax or mail. I will send you the appropriate form

Arthur Stein Financial, LLC ("ASF") is a registered investment advisor ("RIA"), located in the State of Maryland. ASF provides investment advisory and related services for clients nationally. ASF will maintain all applicable registration and licenses as required by the various states in which ASF conducts business, as applicable. ASF renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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