Optimize Your TSP Using the Mutual Fund Window

The Thrift Savings Plan (TSP) Mutual Fund Window opened in June 2022. It provides TSP participants with access to thousands of mutual funds that can provide diversification to their core TSP holdings.

In this webinar, we will review what the Mutual Fund Window is, how it works, and whether using it might be beneficial for you. We will also discuss its limitations and review alternatives you may want to consider to improve your retirement portfolio.

Links to the backtest data shown in the presentation:

Risk Parity vs 60/40 vs 100/0

TSP/MFW vs 60/40 vs 100/0

TSP/MFW vs Risk Parity

I am passionate about helping people improve the efficiency of their finances!
— Andy Cole

Fiduciary Financial Advisors, LLC is a registered investment adviser and does not give legal or tax advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.