Financial Advice Q&A

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Subject Likes Date
Question

Should I shift my portfolio?

I lost $5k in my TSP C, S and I funds. I'm retiring in a year. Should I move to F or G funds or hang in there?

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08-23-2015 10:33 AM

Question

Should I contribute to the Roth TSP with only three years left?

I am planning to retire from the military in 3 years. I am already max'ing contributions to a Roth IRA. Is it worth it to start contributing...

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08-15-2015 08:41 AM

Question

Should I transfer my TSP to an annuity?

What is your advice/recommendation towards transferring $277K (total balance) from my TSP account into an Annuity where access to funds does...

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08-03-2015 08:19 AM

Question

Should I rollover my 401(k)?

My wife has left her job to care for our infant daughter full-time.She has about $10K in a Roth 401K through her former employer. She's thin...

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08-01-2015 10:59 AM

Question

Should I switch to the TSP?

Should I switch from a mutual fund to a TSP? I'm 22 years old and an O1 in the Army. I've been putting money into a roth ira (target retirem...

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07-28-2015 09:47 AM

Question

How do we refile for Social Security?

My wife and I both turn 66 this fall. She took an early retirement at 62 but only receives $232.00 per month. My estimated retirement is $23...

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07-14-2015 09:52 AM

Question

Where can I get help with a Social Security question?

Good morning, gentlemen: Where can I find an official source of information that will help me determine what spousal Social Security benefit...

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06-28-2015 07:30 PM

Question

Should I choose a survivor benefit option for my pension?

I am a retired sailor and current DoD civilian (under FERS). I have approximately $700K in life insurance coverage. If I am debt free and re...

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06-15-2015 05:26 AM

Question

What are rules for withdrawing inherited Roth IRA?

My wife is a partial beneficiary for her fathers Roth IRA. We are hoping to use the funds to facilitate a move into a place that better suit...

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06-12-2015 04:16 PM

Question

How do I allocate my TSP?

I am looking to gain some insight on my TSP. I was wondering if there is someone who could shed some light on the performance of the differe...

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06-08-2015 02:18 PM

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