2017 TSP Participant Statements Are Available

[tsptalk]

Per tsp.gov...

Annual participant statements — (February 6, 2018) Your annual 2017 participant statement, covering the period from January 1 through December 31, 2017, is now available in My Account. To receive e-mail updates when new participant statements are available, sign up at “Email Updates” (under Quick Links) on the home page.

 

[nasa1974]

Thanks Tom.

 

[nasa1974]

I just got my TSP 2017 annual statement in the mail today.

 

[RazorCat]

Got my statement on Monday. Couple more 1099s and we’re off to the accountant to get the taxes done.
Break even year if I calculated correctly.

 

[evilanne]

Got my statement on Monday. Couple more 1099s and we’re off to the accountant to get the taxes done.
Break even year if I calculated correctly.

If you already calculated your taxes, why go to an accountant?

 

[RazorCat]

If you already calculated your taxes, why go to an accountant?

Not worth bothering with for what I get charged. Around $125.00 - $130.00, and we get a complete binder for reference with all tax information in it. And our accountant is familiar with our tax situation. My wife and I have a few non-traditional investments, and we have paperwork associated with my brother’s oil company we have to submit each year. I don’t need the headache.

 

[weatherweenie]

Disappointing to see that my five year return is a little more than half of the returns of the C, S and I funds. At least it is positive.

 

[RazorCat]

Disappointing to see that my five year return is a little more than half of the returns of the C, S and I funds. At least it is positive.

Looking at my returns over 5 years vs. C and S funds I've been fortunate. In the 65-70% range of C/S returns, and more than triple the rate I based my retirement on. I've had to learn to concentrate on my personal return goals while practicing capital preservation. It's not always easy. But, as long as I meet or exceed personal expectations, it's all good.

 

[mycuff]

Disappointing to see that my five year return is a little more than half of the returns of the C, S and I funds. At least it is positive.

Sheesh, that's not a good advertisement! Maybe when the bears truly come out of hibernation things will change.

 

[weatherweenie]

As I inch closer to retirement, I have become more conservative.

Sheesh, that's not a good advertisement! Maybe when the bears truly come out of hibernation things will change.

 

[RazorCat]

As I inch closer to retirement, I have become more conservative.

Yes sir. Nothing wrong with that strategy. Minimize risk while protecting the capital you already have. Smart thinking as you near retirement, and once you enter retirement. You still want to make money in equities, but the key (for me) was to reduce my long term exposure to equities while knowing when to head to the sidelines to invest another day. Determine a personal monthly/annual return goal and stick with it above all else.