Thrift Savings Plan - Estate Planning for Your TSP скачать в хорошем качестве

Thrift Savings Plan - Estate Planning for Your TSP

John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan (TSP). ℹ️ About the Episode: • If you have not listed any beneficiaries TSP will select them for you. • TSP's "statutory list" may or may not match your desires. • Your TSP beneficiaries should be coordinated with your estate plan. • New Rule Election as of June, 2022 - All primary beneficiaries must be paid before any contingent beneficiaries receive distributions. 👍Form TSP-3 • https://www.waed.uscourts.gov/sites/d... 🔔 Statutory Beneficiary List • https://www.tsp.gov/for-beneficiaries... 🎙️New Client Process and Experience • https://www.masonllc.net/blog.htm?ID=... 🤝Request an Introductory Phone Call • https://www.masonllc.net/Start-Your-F... ———————— • Website: https://www.masonllc.net • Facebook:   / masonandassociatesllc   • LinkedIn:   / masonandassociatesllc   • Podcast: https://podcasts.apple.com/us/podcast... Investment advisory services offered through Mason & Associates. The content of these videos are for general educational and informational purposes only and should not be considered specific investment, financial planning, tax planning, legal, or other professional advice. To the extent any specific investment or strategy is discussed, please note that all investments and strategies involve risk that an investor must be prepared to bear, and that the past performance of a particular investment or strategy is not indicative of its future return potential. Mason & Associates LLC does not control the content posted by third-parties to this page. To the extent that a third-party "likes," "recommends," "endorses," or otherwise posts a comment about Mason & Associates LLC on this channel, such opinions and comments should be solely attributed to their respective authors and should not be construed as a reflection of any client experience.