Broker Check

THRIFT SAVINGS PLAN ROLLOVER

Allow Frank Snyder Financial to assist you in reaching your financial goals.

OUR TEAM CAN HELP YOU BETTER UNDERSTAND YOUR THRIFT SAVINGS PLAN

A Thrift Savings Plan rollover can be complicated, but our Wealth Management team is ready to help you understand your options. There are potential benefits to rolling over your TSP.

By rolling over your TSP tax-free into our Wealth Managed account, you have the opportunity to tailor your investments to your unique goals and needs. With a Wealth Managed account, our team actively manages your investments.

LEARN MORE ABOUT WEALTH MANAGEMENT

IS ROLLING OVER YOUR THRIFT SAVINGS PLAN A GOOD OPTION FOR YOU?

Do you still work for the government or have you left or retired?

Would you like to roll over all or part of your funds tax-free? 

Would you like to have more diversified choices than G, F, C, S, I or Lifecycle Funds?

Would you like to have an active approach to Wealth Management?

Frank Snyder Financial is ready to go over your options with you! 

When you were working and adding money each month, you most likely picked the one or two best growth funds. Now that you are retired, it is important to take a more active approach in managing your money. By picking the one or two best growth funds, you have selected investments that might not be suitable for you now that you have retired. Our Wealth Management Team can analyze your current portfolio and suggest funds that are tailored to your unique needs and offer methods to lower the volatility of your portfolio through diversification. 

Our team is ready to select an investment model with ETFs, No Load Funds, Interval Funds, Stocks, and Closed-End Funds that match your goals, risk tolerance, and liquidity and time horizon needs. Once the portfolio is built, we take an active approach to managing your money. We monitor your holdings and make adjustments based on the current market conditions. 

We are held to high standards, so you can trust us to be honest and transparent.

LAW ENFORCEMENT PROFESSIONALS

Frank Snyder Financial specializes in helping Law Enforcement Professionals and Illinois State Police plan for their future.

LEARN MORE

Our History

We understand the State of Illinois Deferred Compensation Program and can help answer your questions and identify your choices. We can rollover your Deferred Compensation Plan tax-free into an actively managed account.

LEARN MORE

IRA AND 401(K) ROLLOVERS

If you have recently retired or changed jobs, rolling over all or part of your funds may be a good option to diversify your portfolio.

LEARN MORE

LIFE INSURANCE

Life insurance and wealth management can work together. Make sure your loved ones are completely protected!

LEARN MORE

ALLOW US TO TAKE THE MYSTERY OUT OF PREPARING FOR TODAY AND TOMORROW

At Frank Snyder Financial, we can help you navigate the complex world of investments. You will receive advice from our team of Wealth Management professionals based on your needs, wants, and goals.

INTERESTED IN LEARNING MORE ABOUT THRIFT SAVINGS PLAN ROLLOVERS?

Name
Email
Phone
Comments
Thank you!
Oops!

Our Wealth Management team members are happy to answer your questions. If you want more information, call us today at (618) 664-1458.

Frank Snyder Financial Offers the following Products & Services:

  • Deferred Compensation Rollovers "Tax-Free"
  • Advisor Managed Accounts, utilizing ETFs, No Load Mutual Funds, Stocks, Bonds, REITs, and Closed-End Funds.  
  • 401(k) Rollovers
  • Investments
  • Mutual Funds
  • IRA’s, including Traditional, ROTH, Sep, and Simple
  • Tax-deferred Annuities
  • Coverdell ESAs and 529 College Plans
  • Life Insurance, including Term, Whole Life, Universal Life, and Variable Universal Life
  • Long-Term Care Planning 
  • Pre-Retirement Preparation
  • Home and Auto Insurance