TSP Rollover Planning
The rollover is one of the few time-bound, hard-to-reverse moves in the transition. We help you weigh leaving, rolling, and converting against your whole plan before you decide.
How we weigh it
Keeping it in the TSP, rolling to an IRA, or converting to Roth each carry different consequences for your taxes today, your access to the money, and the protections around it. We weigh them against your full transition, not in isolation.
What you get
When a rollover makes sense, you get a written comparison of the costs and benefits of staying put versus moving, so the choice is documented and clear.
Conflict of interest disclosure
If you roll TSP assets into an account we manage, Exponential Advisors LLC earns its advisory fee on those assets, which is a conflict of interest. Keeping assets in the TSP, or rolling to a plan we do not manage, generates no such fee. Our written comparison includes our advisory fee as an ongoing cost of moving the money, and a rollover is recommended only when it is in your best interest. You are never required to move TSP assets to us. See our Disclosures for how we address conflicts of interest.
Educational disclaimer
This material is provided for educational purposes only and does not constitute personalized financial, legal, or benefits advice. Military benefits, including TSP, VA disability compensation, SBP, and related programs, are governed by federal law and regulations that change periodically. Eligibility and benefit amounts are determined by the applicable federal agency. Consult with the Department of Veterans Affairs, Defense Finance and Accounting Service (DFAS), or a certified veterans service organization for benefits-specific questions.
Advisory services offered through Exponential Advisors LLC, an investment adviser registered with the state of Texas. Advisory services are only offered where Exponential Advisors and its representatives are properly registered or exempt from registration.
Advisory services offered through Exponential Advisors LLC, an investment adviser registered with the state of Texas, and only where properly registered or exempt.
Read full disclosures
