Recent content by JD1964

  1. J

    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 theirs. In my case, I'm 61 years old and have already begun in service withdrawals. I'm moving the money into an individual investment fund (not IRA). My reason...
  2. J

    TSP beneficiary question

    Well, have you looked at the tax rate table for trusts? If the TSP pays directly to the trust, the tax rate is 37% for anything over $15,600. And thats just federal. Add you state and local taxes to the bill as well.
  3. J

    TSP beneficiary question

    I actually have an appointment with my trust lawyer on June 5. I’ll what else he can clarify for me. I’ll post back what I learn in the meeting.
  4. J

    TSP beneficiary question

    Awesome! This answers exactly what I needed to know. Thank you
  5. J

    TSP beneficiary question

    Same concern is in this document too. Under II. Method of Payment 1. Spousal Beneficiaries E. https://www.tsp.gov/bulletins/14-4/
  6. J

    TSP beneficiary question

    I've set up a trust to manage passing my assets to my family members when I die. I'm concerned about how to best align the beneficiaries listed for my TSP account. Is it true that only a "primary" beneficiary can roll a TSP into an IRA? If so, and I want my trust to take disbursement of my...
  7. J

    returning

    Hello, My name is John and I'm a postal worker with 36+ years and counting. I had a TSP Talk account years ago but rather than dredge all that up I decided to re-register with a new account so here I am. Hopefully I can learn some more this time around. Thank you for having me.
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