Complimentary 15-minute TSP second opinion

Leaving federal service or retiring with a TSP?

Before moving anything, compare the choices for an old civilian or uniformed-services TSP and the tradeoffs that may matter to your retirement.

Request my TSP second opinion

No account numbers. No paperwork. No obligation.

Four paths to understand

Start with the choice—not a product.

Keep the account in the TSP

Review the investment menu, expenses, withdrawal flexibility and services available after separation.

Move it to an eligible plan

If a future employer plan accepts transfers, compare its costs, investments and plan features with the TSP.

Roll it into an IRA

Compare flexibility, investment choices, advice, fees, protections and tax considerations before deciding.

Take distributions

Understand withdrawal choices and potential tax consequences before requesting money from the account.

Your timing

Whether you have already separated, are retiring soon or are simply planning ahead.

Your priorities

Income, flexibility, investment choices, costs, service and the level of guidance you want.

Your next step

Questions to ask and what to confirm with the TSP or another plan before acting.

Not ready to schedule?

Start with the free TSP Decision Checklist.

Compare the questions, costs, protections, and choices worth reviewing before you move anything.

Get the checklist

Takes less than one minute

Request your private TSP review.

Tell us only what is needed to confirm the conversation fits. Eligible requests can choose a Google Meet immediately.

Which TSP account do you have?Where are you in the process?Approximate TSP valueWhen would you like clarity?NameEmail

I agree that FortiGuard Financial may contact me about this request. I understand that submitting this form does not obligate me to move an account or purchase a product.

Please do not enter Social Security numbers, TSP account numbers, login credentials or other sensitive financial information.

✓ Licensed professional

✓ Virtual meeting

✓ Information not sold

✓ No obligation

FortiGuard Financial is not affiliated with, endorsed by or sponsored by the U.S. government, the Federal Retirement Thrift Investment Board or the Thrift Savings Plan.

A rollover is not appropriate in every situation. Consider TSP investment options, services, fees and expenses, withdrawal rules, required minimum distributions, creditor protection, tax consequences and other plan-specific features before deciding. Confirm eligibility and available options directly with the TSP or applicable plan administrator. This preliminary review is not investment, tax or legal advice.