TSP and 401(k) Rollovers

Simplify retirement account transitions while keeping your long-term goals on track.

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Plan Your Retirement Transition

Whether you’re a Thrift Savings Plan (TSP) or 401(k) participant (or both!), you may have options to move funds from one retirement account to another without immediate tax consequences. Federal employees may be eligible to transfer funds into the TSP from qualified retirement plans and qualifying IRAs during employment or after separation from service. In certain situations, funds may also be moved from the TSP into another qualified retirement account or a qualifying IRA.

Navigate Retirement Account Transfers

Retirement account rollovers can involve a variety of federal rules, timelines, and considerations, which may feel difficult to navigate without the right guidance. Understanding how these options work can help you make informed decisions about managing and organizing your retirement savings.

Guidance Through the Rollover Process

  • Review available options for TSP and/or 401(k) funds.
  • Explain potential tax considerations and rollover requirements.
  • Discuss allocation strategies based on retirement goals.
  • Provide guidance on transfer procedures and documentation.
  • Help evaluate current retirement accounts and available choices.
  • Walk through the rollover process step by step.
  • Offer clarity and support throughout retirement planning decisions.
Speak With Us
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Rollover Type