In this episode, Ed and Dan discuss how disclaimers can provide flexibility in estate planning for federal employees and retirees with large traditional TSP and IRA accounts. They explain how disclaimers work, why they may help manage inherited retirement assets, ... Read More

Many Feds assume a will gives the final answer on who receives their assets after death. For a Thrift Savings Plan (TSP) account, the beneficiary form usually carries more weight. A Thrift Savings Plan (TSP) account generally follows the most recent valid ... Read More