Indlela yokuTyala imali kwi-TSP: IiNkcazo zeNgcaciso zoLondolozo

Funda Ukufumana Uninzi Kwikhompyutha yakho ye-TSP

Ingaba ubhalisa nje kwi-Plan ye-Savings Plan (TSP) okanye ufuna iingcebiso malunga nokutyalomali kwiimali ze-TSP, ukufunda indlela isicwangciso sisebenza ngayo kwaye sinceda njani abathathi-nxaxheba kuyindawo efanelekileyo yokuqalisa.

Ukongezelela, ihlabathi leenkqubo zokuthatha umhlala-phantsi ezixhaswe ngumqeshi lihamba ngokuthe gqolo ngakumbi kwizicwangciso ezixhamliweyo, okanye into eninzi abantu ababhekisela kuyo njengempesheni, kunye nakwizicwangciso zenkxaso ezichaziweyo, ezifana ne- 401 (k) .

Nangona urhulumente wesigqeba ulandela umgangatho wehlabathi jikelele wokufuduka kwiipenshini zendabuko ukubeka uxanduva lokulondoloza umhlalaphantsi ngaphezulu kumahlombe wabasebenzi.

Ngenxa yoko, kubaluleke kunabo bonke abaqeshwa baseFredeni ukuba baqonde indlela yokwenza okungakumbi kwi-TSP kunye nemali kuyo.

Isicwangciso soKhuseleko esisisiseko

Ukuba uqhelana no-401 (k) izicwangciso, uyazi izizathu ze-TSP: Imoto yongeniso lomhlala-phantsi eyenziwa ngumqeshi, kulo mzekelo, urhulumente waseburhulumenteni. Ngoko ke abasebenzi baseburhulumenteni, abavela kwi-FBI agents, ukuya kumalungu enkomfa, kumalungu enkonzo ye-Army, i-Navy, i-Air Force, i-Marine Corps kunye ne-Coast Guard angasebenzisa i-TSP.

Iintlawulo zisekelwe kwipesenti yokuhlawula kwaye zenziwe ngoluhlu lwabahlawuli-mali kunye nokuba lubekwe kwisibonelelo sangaphambili okanye emva kwentela (Roth). Ipesenti ezincinci zemivuzo ye-TSP yi-1 yeepesenti kwaye ubuninzi beepesenti ezili-100.

Nangona kunjalo, kukho umrhumo ophezulu we-TSP umrhumo weedola eligunyazwe yiNkqubo yeNgeniso yangaphakathi. Umda we-IRC weminikelo ye-TSP i-$ 18,000. Ngaphandle kweli galelo likhulu ngamalungu enkonzo yempi kummandla wokulwa. Kule meko, igalelo eliphezulu li $ 54,000.

Imveli vs Roth TSP

Ngokuqhelekileyo, iminikelo engaphambili yerhafu ibhetele kubantu abalindele ukuba babekhokhwa yerhafu yengeniso engaphantsi komhlalaphantsi.

Oku kungenxa yokuba ukuchasana (ukuyeka kude kube yilapho) irhafu yinto efanelekileyo kuba unako ukuphepha ukuhlawula irhafu ephezulu ngoku kodwa uhlawule kamva xa ungaphantsi kwentlawulo.

Iminikelo ye-Roth inengqiqo kubantu abalindele ukuba babe kwi-bracket ethe xaxa kwiminyaka yabo yomhlalaphantsi. Kule meko, kulungile ukubandakanya inzuzo kwiirhafu ngoku kwinqanaba eliphantsi kwaye ukhuphe ukuhlawula irhafu kwizinga eliphezulu.

Kungakhathaliseki ukuba igalelo lenziwe njani, nokuba yintlawulo engaphambili okanye emva kwentela, utyalo-mali ngaphakathi kwe-TSP lukhula ukuhlawula intela, oku kuthetha ukuba abathathi-nxaxheba kwi-TSP abahlawuli irhafu yengeniso kwimali, izabelo okanye izuzwana ngelixa imali ihlala akhawunti. Imirhumo yentlawulo engaphambi kokuhlawulwa irhafu xa ihoxiswa kwaye iminikelo yerhafu emva kwerhafu ayifakwanga kwakhona, xa kukho iimeko ezithile.

Indlela yokuBhalisa kwi-TSP kunye nendlela yokufikelela kwi-akhawunti yakho kwi-intanethi

Ukubhalisa kwi-TSP kunokwenziwa kwifomu yephepha okanye inokwenziwa kwikhompyutha kwi-mypay.dfas.mil/mypay. Ukuba ungumqeshwa omtsha kwaye ungenayo i-akhawunti yam yePayPay eyasungulwa okwangoku, unokufumana ulwazi malunga ne-TSP kunye ne-TSP ngemali kwi-intanethi kwi-tsp.gov. Nalapho abathathi-nxaxheba bangakwazi ukuseka i-akhawunti ukulandelela ukusebenza kwe-TSP kunye ne-TSP iimali, kunye nokutshintsha utshintsho.

TSP Ukuxhaswa kweeNgxowa

Njengama-401 (k) amalungiselelo, abathathi-nxaxheba be-TSP banokufumana inkxaso enxulumene nokongeza kwabo. Umdlalo womqeshi ufana nje: xa unika iidola, umqeshi uyenjalo. Ifom ehambelana nayo iyinkimbinkimbi kodwa ke inomusa. Abasebenzi bakaRhulumente bafumana inxaxheba ngokuzenzekelayo yeepesenti ezi-1 zokuhlawula. Ukususela apho, iimali ezifanayo ziyakwamkelwa kwigalelo ukuya kuma-5 ekhulwini lokuhlawula. Nantsi indlela ifom yefom yeTSP isebenza ngayo:

Ukwenza lula uhlobo lomdlalo we-TSP, umqeshwa karhulumente okanye ilungu lenkonzo yempi lingakwandisa umdlalo we-TSP ngokunikela ubuncinane ama-5 ekhulwini.

Oku kuya kuqinisekisa ukulingana okuphezulu kwama-5 ekhulwini ukusuka kurhulumente. Ngoko ke, ukuba unika igalelo ubuncinane ama-5 ekhulwini lomvuzo wakho, uza kufumana enye imilinganiselo yeepesenti ezingama-5. Kwakhona, nje ngokuba abathathi-nxaxheba be-TSP abagqithisi i-IRC ubuninzi be-18,000 zamawaka ngonyaka, banokufaka isandla ngaphezu kwama-5 ekhulwini lomvuzo wabo. Umzekelo, ukuba unika ipesenti e-10 yomvuzo wakho, umdlalo wekarhulumente we-5 ekhulwini uza kuzisa igalelo lakho lemali kwi-15 epesenti, okuyiyona njongo efanelekileyo yokufikelela ukuqinisekisa ukulungiselela ukugcina umhlalaphantsi.

Qaphela umkhosi: Akukho mdlalo we-TSP kumalungu enkonzo ngoDisemba 31, 2017. Nangona kunjalo, amalungu enkonzo angena kwiNkqubo ye-Blended Retirement System (BRS) ngo-2018 aya kufumana ifom yangasentla. Amalungu eNkonzo angenayo ukungena kwi-BRS angakwazi ukufaka i-TSP kodwa akayi kufumana umdlalo.

Ukukhetha iifom zeTSP ezilungileyo kakhulu kuwe

Kukho izigqibo ezibini zokwenza xa ubhalisa kwi-TSP kunye nezicwangciso zomhlala-phantsi ezifanayo: 1) Uninzi kangakanani ufuna ukufaka isandla, kunye no-2) Indlela ofuna ukuyisebenzisa ngayo imali yokugcina imali yakho.

I-TSP inikezela ngemali emininzi yokukhetha kuyo:

Ngokuqhelekileyo, ngaphandle kokuba abatyali-mali bebenzisa i-L Fund, kuqikelele ukuzakhela iphothifoliyo yengxowa enye. Enyanisweni, ngeenjongo zokungafani, abanye abatyalo-mali bangakhetha ukutshala ipesenti zezinto zabo ze-TSP kwi-G, F, C, S kunye ne-Funds.

Ukufumana okungakumbi malunga nokwakhiwa kweepotfoliyo, jonga indlela yokwakha i-Portfolio ye-Mutual Funds .

Ukuziphendulela: Ulwazi olukule ndawo lunikezelwa ngeenjongo zengxoxo kuphela, kwaye akufanele lichazwe ngokungeniswa njengeengcebiso zotyalo-mali. Ngaphandle kweemeko ngaba le nkcazelo ibonisa isincomo sokuthenga okanye ukuthengisa iziqinisekiso.