Your TSP Management Plan
Your TSP Management Plan
Make Your Plan. Execute Your Plan.
Make Your Plan. Execute Your Plan.
's
TSP Management Plan
's
TSP Management Plan
TSP Management Plan
Date Updated:
Date Updated:
[Block//Date Modified %n/j/Y%+0d0h0m]
Personal Circumstances
Personal Circumstances
Primary TSP Account Type
[Block//Primary TSP Account Type]
Career Status
[Block//Career Status]
Planned Retirement Date
[Block//Planned Retirement Date %F j, Y%+0]
Investment Personality
Investment Personality
Describe your approach to following an investment strategy
[Block//Describe your approach to following an investment strategy.]
How much time do you want to dedicate to managing your TSP account?
[Block//How much time do you want to dedicate to managing your TSP account?]
If your TSP account lost 5-10% of its value in one month, how would you react?
[Block//If your TSP account lost 5-10% of its value in one month, how would you react?]
What concerns you most about actively managing your TSP?
[Block//What concerns you most about actively managing your TSP?]
Risk Tolerance
Risk Tolerance
How long until you expect to start withdrawing from your TSP account?
[Block//How long until you expect to start withdrawing from your TSP account?]
How would you describe your financial situation outside of the TSP account?
[Block//How would you describe your financial situation outside of the TSP account?]
How do you typically react when the market drops significantly?
[Block//How do you typically react when the market drops significantly?]
Investment Strategy
Investment Strategy
Current Strategy
(Remember: you should stay with a strategy for a minimum of one year)
(Remember: you should stay with a strategy for a minimum of one year)
[Block//Current strategy]
Confirm the model you are following
Why have you chosen your current strategy?
[Block//Why have you chosen your current strategy?]
Previous Strategy
[Block//What was your previous strategy?]
If you changed strategies, then why?
[Block//If you changed strategies, then why?]
Education Goals
Education Goals
Leveraging Grow My TSP’s Resources
[Block//Leveraging Grow My TSP’s Resources]
Expanding Knowledge Through Other Resources
[Block//Expanding Knowledge Through Other Resources]
Developing a Learning Habit
[Block//Developing a Learning Habit]
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