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Thrift Savings Plan - Estate Planning for Your TSP

John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan.

About the Episode:

• If you have not listed any beneficiaries TSP will select them for you.

• TSP's "statutory list" may or may not match your desires.

•  Coordinate your beneficiaries with your estate plan.

• NEW RULE: All primary beneficiaries must be paid before any contingent beneficiaries receive distributions.