JD1964's latest activity

  • J
    JD1964 replied to the thread TSP beneficiary question.
    I called the Thriftline a second time. To the credit of the associate, they confirmed my concerns regarding TSPBK33 Page 11, 2nd...
  • J
    JD1964 replied to the thread Retiring/TSP process questions.
    Dont roll to a roth IRA because they’ll tax you in a one time lump sum.
  • J
    JD1964 replied to the thread Retiring/TSP process questions.
    Confirm this with a financial planner but heres what might be beneficial. First, roll the TSP into an IRA. With this there are...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    I think the TSP rules are ridiculous! I mean seriously, think about how many TSP account owners will naturally name their spouse as the...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    Furthermore, I believe I have the documentation which confirms that a Trust can handle the task of rolling a TSP into an inherited IRA...
  • J
    JD1964 reacted to nasa1974's post in the thread TSP beneficiary question with Like Like.
    Doesn't surprise me at all.
  • J
    JD1964 replied to the thread TSP beneficiary question.
    By the way, in this whole ordeal of attempting to understand and learn the TSP death benefit distribution rules, I have gotten...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    I had the meeting with the trust lawyer today and they did not provide me with any clarity regarding TSP rules specifically. They sort...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    I have two separate rollover Ira’s, each with a different entity that I have setup in case I need them roll into. I also have two...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    Interesting thing is I asked a CFP this very question. In fact, it was a CFP on a list recommended by my Trust law firm. I gave them...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    This part “below” from Groks reply is in conflict with what both TSP associates at the Thriftline said to me. They said the Trustee of...
  • J
    JD1964 reacted to tsptalk's post in the thread TSP beneficiary question with Like Like.
    I don't know, so I turn to AI. Here's what Grok had to say. Hope it helps>>> Grok: Let’s break down your question about the Thrift...
  • J
    JD1964 reacted to nasa1974's post in the thread TSP beneficiary question with Like Like.
    Remember, if you transfer any funds out of your TSP account into a financial institution that information has to be in the TSP system 7...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    I just got off the phone with the Thriftline. I wanted to make double sure so I called back a second time and got the same answer again...
  • J
    JD1964 replied to the thread TSP beneficiary question.
    As I said in my initial post, I'm trying to best manage my estate and also learn options so another family member can best manage...
Show older items
Back
Top