EW_ret Account Talk

[RonUSPSretired]

Do you have an online account at Vanguard? If not, open one and click on the Rollover link located on the front page [Roll over your retirement money. Taking a few minutes now can pay off for years to come. Learn how »]. You can apply online, answer some questions, and decide what funds you want to invest for the rollover. Once done you get a confirmation number and all details of the account and funds for the Rollover. I recommend you print, and save all details of this confirmation page. You are also instructed to print/save a PDF file with a Vanguard forms and instructions. You can discard the Vanguard form because TSP only recognizes forms TSP-70 and TSP-77 for withdrawing your account. Or you could call the number on Vanguard homepage and talk to a Vanguard representative who will help you with account setup and all details for the rollover.

The second essential task is to complete a TSP-70 (full withdrawal), or TSP-77 (partial withdrawal), form to initiate the rollover. You must be separted, or retired, from federal employment to perform a withdrawal of your TSP. I downloaded this form from TSP and completed pertinent sections. Section VI of the form must be completed by Vanguard. I mailed this TSP form, a copy of Vanguard confirmation page, and a cover letter to Vanguard. I had Vanguard fax the completed TSP form to the TSP Service Office. Or, you can ask Vanguard to mail you the completed TSP form, and then you mail, or fax, to it the TSP service office.

I did this process two years ago to transfer a portion of my TSP account (TSP-77) to my new Vanguard Rollover IRA. It took about three weeks to complete the transfer. Vanguard took only three business days, the TSP office about two weeks, and three or four days for the check to arrive at Vanguard.

Thanks so much for the info. I'll will follow up pronto. I've will have been retired 2 yrs come 6/30. Have had to take a monthly WD to cover expenses. TSP earnings were covering that nicely plus some, but no more, so need to take action. Thanks again, Ron

 

[Steadygain]

WHOA!! This is MAJOR NEWS - like one the greatest STOCK MARKET CRASHES to ever occur.

If you are close to retiring (very close) then I can understand your reasoning.

Will the Auto Tracker and all the ITF information remain available or will someone else take over when you close your account?? You have been such a huge vital service to all of us.

Sorry EW_ret,
I thought you were closing your TSP account and therefore figured you'd have no reason to stay with us. Please disregard my previous post.

 

[EW_ret]

I will continue to track member IFTs and fund allocations in the Automated Track I'm not leaving TSPTalk and will continue to help and do the tallys. The TSPTalk site has good resources no matter how you invest your portfolio. I was not tracked in the old WebTracker last year, or the year before, because I saw it as a possible conflict of interest. I will remove myself from the Automated Tracker because using U.S. mail to make IFTs makes no sense in this internet day and age. I will not abide by the FRTIB's concept of how we should invest our TSP account. That socialitic attitude is un-American.

WHOA!! This is MAJOR NEWS - like one the greatest STOCK MARKET CRASHES to ever occur.

If you are close to retiring (very close) then I can understand your reasoning.

Will the Auto Tracker and all the ITF information remain available or will someone else take over when you close your account?? You have been such a huge vital service to all of us.

 

[GUCHI]

ew

do i still need to let u know if I do or do not make a change in my account allocations from time to time to stay current. or does it do it by itself ????

thanks
guchi

 

[EW_ret]

To remain in the Automated Tracker you need to log into your account at least every three months. Ocean changed the tracker software so you do not have to restate your fund allocation if there is no change. You just log into your account and this will refresh your account and reset the "Days Since Last Login" counter.

ew

do i still need to let u know if I do or do not make a change in my account allocations from time to time to stay current. or does it do it by itself ????

thanks
guchi

 

[GUCHI]

thanks !!!!!

 

[CorMaGa34]

Hi, EW,

Just sent Tom a PM asking to add me back to the tracker (I PM'd him yesterday asking to be taken off the tracker as I thought I was leaving the MB). This week I started first IFT for May and for a change I see gains in my balance, so perhaps I should stay a while longer. Please let me know if you need additional info and I will send you a PM.

Thank you and appreciate the work you do. Sorry for changing my mind again, but please remember I can do that because I am a woman

CorMaGa34

 

[EW_ret]

Any request to be removed from the autotracker should be sent to me by PM. You remain in the Automated Tracker.

Hi, EW,

Just sent Tom a PM asking to add me back to the tracker (I PM'd him yesterday asking to be taken off the tracker as I thought I was leaving the MB). This week I started first IFT for May and for a change I see gains in my balance, so perhaps I should stay a while longer. Please let me know if you need additional info and I will send you a PM.

Thank you and appreciate the work you do. Sorry for changing my mind again, but please remember I can do that because I am a woman

CorMaGa34

 

[EW_ret]

There are a dozen members who have not logged into the Automated Tracker in over three months. I will be sending PMs to remind these members on the rule to log in at least every 90 days. If we do not hear from them in the next week, they will be de-listed from the Automated Tracker.

 

[CorMaGa34]

Any request to be removed from the autotracker should be sent to me by PM. You remain in the Automated Tracker.

I posted today but it will not reflect exactly where I am because I made a first IFT this week that did not get recorded in the autotracker.

Thank you!

CorMaGa34

 

[Steadygain]

Sorry for changing my mind again, but please remember I can do that because I am a woman

CorMaGa34

EW_ret,
Does that mean that Birch and I can't change our minds :blink:

That's really scary...cause it's always going back and forth

 

[BlueMax]

EW_ret,
Does that mean that Birch and I can't change our minds :blink:

That's really scary...cause it's always going back and forth

Steady,

Whats going back and forth? Your mind or your position?

 

[EW_ret]

You can change your mind and and remain in the tracker. But if you lose your mind, you become the scarecrow in search of a brain.:nuts: You remain in the autotracker until you send a PM requesting removal. Another way to be be de-listed is by not logging into your tracker account for more than 90 days. This method is prefered by the scarecrow who forgets to log into the autotracker.
.

EW_ret,
Does that mean that Birch and I can't change our minds :blink:

That's really scary...cause it's always going back and forth

 

[EW_ret]

I can't believe how time flies when you’re retired and keeping busy. It’s been over a year since I last made an entry. I'm not tracking members anymore, but I suppose everyone knows that by now. I went back to work as a contractor on a part-time basis in August 2008. They gave me a offer I could not refuse. I'm considering retiring again since I will not be needed soon. The work I was doing is transitioning to another navy base. I am training the people and mentoring.

My retirement funds are recovering from -17% in last year’s meltdown. I have 32% in equities, 34% bonds, and 34% cash. My YTD performance is +12.5% which is good for such a low equity allocation. Most cash is in high paying CDs (4%, 5%, and 6%) and bank money market paying 1.4% to 2%. The mutual fund money markets are only paying 0.2%, a ridiculous rate.

 

[poolman]

I can't believe how time flies when you’re retired and keeping busy. It’s been over a year since I last made an entry. I'm not tracking members anymore, but I suppose everyone knows that by now. I went back to work as a contractor on a part-time basis in August 2008. They gave me a offer I could not refuse. I'm considering retiring again since I will not be needed soon. The work I was doing is transitioning to another navy base. I am training the people and mentoring.

My retirement funds are recovering from -17% in last year’s meltdown. I have 32% in equities, 34% bonds, and 34% cash. My YTD performance is +12.5% which is good for such a low equity allocation. Most cash is in high paying CDs (4%, 5%, and 6%) and bank money market paying 1.4% to 2%. The mutual fund money markets are only paying 0.2%, a ridiculous rate.

Nice to see you again EW_ret. I cannot believe it has been a year. My how time does fly. Pop in once in awhile.

 

[tsptalk]

Good to see you EW! You get to retire twice? Now you're just bragging.

 

[nnuut]

Well Hello EW, sure is good hear from you!!

 

[tsptalk]

There was an EW_ret sighting on the board this morning. Be on the lookout!

Good to see you EW!

 

[EW_ret]

I've been on the low. I still read what the smart people on MB think about this market correction. This is my first post in a year or so. I'm still working part-time at my old job. It's the easy life, working when I want, and just taking it easy.

 

[nnuut]

Well Hello EW, sure is good hear from you again, Take it easy you deserve it!! How about that Market?