What Happens to Your TSP When You Die? Beneficiary Mistakes Federal Employees Should Avoid
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What Happens to Your TSP When You Die? Beneficiary Mistakes Federal Employees Should Avoid
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For many federal employees, the Thrift Savings Plan may be one of the largest retirement assets they leave behind. But your will or trust may not control where your TSP goes. In many cases, the beneficiary form or TSP order of precedence may determine what happens next
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In this episode, Andrew McNair explains why TSP beneficiary designations are so important for federal employees and retirees. You’ll learn what can happen if no beneficiary is listed, why an ex-spouse could still receive your TSP if the form was never updated, how primary and contingent beneficiaries work, and why naming a trust incorrectly could create tax problems or unintended consequences.
Andrew also covers per stirpes vs. per capita, Roth TSP beneficiary mistakes, the second-death tax trap for spouses and children, charitable beneficiary planning, and how often federal employees should review their beneficiary forms.
Before you retire, make sure your TSP, FEGLI, bank accounts, life insurance, and estate documents all work together.
To schedule a complimentary federal benefits review and beneficiary audit with SWAN Capital, visit our website
https://calendly.com/swancapital_/nocostconsultation
To receive a customized Federal Retirement Report, call 1-800-848-8768 or visit swan-capital.com.
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