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TSP Portfolio Analysis Report – Introductory Price!
$9.99
The TSP Portfolio Analysis Report helps federal employees understand how their current TSP is working for them. Using your actual fund allocations, balance, and service dates, we show how your portfolio has performed, whether it’s designed for growth or income, and how it compares to Lifecycle Funds. You’ll see how your mix may behave in future market conditions and whether it’s aligned with your retirement goals. It’s not a sales tool, it’s a clarity tool, designed to help you feel confident about what you’re doing and why. Request yours at AllAboutFERS.com and take the guesswork out of your TSP.
TSP Portfolio Analysis Report – Know Where You Stand, and What to Do Next
If you’ve ever looked at your TSP statement and thought, “Am I on track?” or “Is this the right mix of funds for me?”—you’re not alone. Most federal employees don’t have a clear picture of how their TSP is actually working for them. That’s exactly why we created the TSP Portfolio Analysis Report.
This is not a generic investment tool or sales pitch. It’s a personalized, educational report designed to help you understand how your current TSP is set up, how it has historically performed, and what that means for your income goals and retirement timeline.
When you request a report, we use your real numbers—your fund allocations, your balance, your federal service dates—to analyze your TSP as it stands today. Then we walk you through several key insights:
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A clear breakdown of how your funds are currently allocated
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How that combination of funds has performed over time, including during major market downturns
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Whether your current mix is designed for growth or for income
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How your portfolio compares to the Lifecycle (L) Funds
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Whether your plan is aligned with when you expect to start withdrawing income
You’ll also get a helpful interpretation guide so you can compare your personal mix to the L Fund that most closely matches your goals. That alone can be a wake-up call—or a strong affirmation that you’re doing just fine.
This is about helping you say, “I know what I’m doing, I know why I’m doing it, and I feel good about it.”
To complete the report, you’ll need your most recent FERS pay stub, your current TSP balance, and your Social Security statement. We keep all information strictly confidential and never share it with anyone.
Whether you’re years from retirement or just a few months out, this report gives you the clarity you need to make informed, confident decisions.
Because when you understand your portfolio, you take control of your future.
Important Notes:
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You’ll receive links to complete a brief intake form after purchase, this will help us build your customized report.
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You’ll have access to the questionnaire for two weeks after the date of purchase.