Why bring statements
Recent statements make a retirement conversation faster and more concrete.
TSP & Retirement
What to gather before discussing TSP, pension, or SBP
A short list of statements and beneficiary details to bring to a retirement conversation.
5 min readRelated pros: Financial Planner
- Retirement
- Retired / Veteran
- Active Duty
Resources are for general educational purposes and may not apply to your specific situation.
TSP basics to gather
A current statement, contribution rate, and fund allocation are usually enough to start.
Pension & SBP
Election decisions are personal. Bringing the basics may help frame the conversation.