MATRIX360™ Federal Retirement Planning Services
The Connemara Group advisors provide MATRIX360™ federal retirement planning services as part of the firm’s broader suite of MATRIX360™ financial planning and investment advisory services.
Most senior level The Connemara Group advisors have significant experience in working with federal retirees and their families. Whether or not to roll over all or part of federal employee Thrift Savings Plan (TSP) accounts, how to handle account distribution and estate planning issues specifically relating to TSP accounts, and many other issues impacting both Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) are carefully considered and discussed with clients as part of the firm’s MATRIX360™ financial planning services and MATRIX360™ investment advisory services offerings.
As with most post-retirement decisions involving employer qualified retirement plans, careful consideration must be given, and numerous factors must be weighted in deciding whether to roll over federal TSP accounts to Individual Retirement Arrangements (IRAs). The Connemara Group’s MATRIX360™ federal retirement planning services incorporate the use of careful questioning and fiduciary software applications to help assess whether full or partial rollovers might be warranted as specific points in time during the retirement phase.