Maricar19 Account Talk

Which TSP option/s did or will you choose upon Retirement?

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Our September journey...Worst month so far, -$12,798 and -$10,779

Mine Spouse
[TABLE="class: grid, width: 301, align: left"]
[TR]
[TD="align: right"]$20.53[/TD]
[TD="align: right"]1-Sep[/TD]
[TD="align: right"]370.59[/TD]
[TD="align: right"]1-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]$41.07[/TD]
[TD="align: right"]2-Sep[/TD]
[TD="align: right"]1,013.96[/TD]
[TD="align: right"]2-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]$61.60[/TD]
[TD="align: right"]3-Sep[/TD]
[TD="align: right"]933.48[/TD]
[TD="align: right"]3-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]$147.16[/TD]
[TD="align: right"]7-Sep[/TD]
[TD="align: right"]217.39[/TD]
[TD="align: right"]7-Sep[/TD]
[/TR]
[TR]
[TD] IFT[/TD]
[TD="align: right"]8-Sep[/TD]
[TD="align: right"](390.20)[/TD]
[TD="align: right"]8-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]$191.66[/TD]
[TD="align: right"]9-Sep[/TD]
[TD="align: right"](862.06)[/TD]
[TD="align: right"]9-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($4,430.92)[/TD]
[TD="align: right"]10-Sep[/TD]
[TD] IFT[/TD]
[TD="align: right"]10-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($3,268.14)[/TD]
[TD="align: right"]13-Sep[/TD]
[TD="align: right"](2,108.18)[/TD]
[TD="align: right"]10-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($7,631.64)[/TD]
[TD="align: right"]14-Sep[/TD]
[TD="align: right"](1,436.58)[/TD]
[TD="align: right"]13-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($2,610.75)[/TD]
[TD="align: right"]15-Sep[/TD]
[TD="align: right"](3,395.37)[/TD]
[TD="align: right"]14-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($5,217.29)[/TD]
[TD="align: right"]17-Sep[/TD]
[TD="align: right"](945.37)[/TD]
[TD="align: right"]15-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($16,219.21)[/TD]
[TD="align: right"]20-Sep[/TD]
[TD="align: right"](2,915.60)[/TD]
[TD="align: right"]17-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($15,282.88)[/TD]
[TD="align: right"]21-Sep[/TD]
[TD="align: right"](8,262.19)[/TD]
[TD="align: right"]20-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($9,097.31)[/TD]
[TD="align: right"]22-Sep[/TD]
[TD="align: right"](7,950.13)[/TD]
[TD="align: right"]21-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($1,700.07)[/TD]
[TD="align: right"]23-Sep[/TD]
[TD="align: right"](4,981.16)[/TD]
[TD="align: right"]22-Sep[/TD]
[/TR]
[TR]
[TD] IFT[/TD]
[TD="align: right"]23-Sep[/TD]
[TD="align: right"](1,361.94)[/TD]
[TD="align: right"]23-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($1,395.52)[/TD]
[TD="align: right"]24-Sep[/TD]
[TD="align: right"](1,484.99)[/TD]
[TD="align: right"]24-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($2,273.97)[/TD]
[TD="align: right"]27-Sep[/TD]
[TD="align: right"](1,644.93)[/TD]
[TD="align: right"]27-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($9,401.14)[/TD]
[TD="align: right"]28-Sep[/TD]
[TD="align: right"](7,994.91)[/TD]
[TD="align: right"]28-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($8,990.04)[/TD]
[TD="align: right"]29-Sep[/TD]
[TD="align: right"](8,047.87)[/TD]
[TD="align: right"]29-Sep[/TD]
[/TR]
[TR]
[TD="align: right"]($12,727.96)[/TD]
[TD="align: right"]30-Sep[/TD]
[TD="align: right"](10,779.13)[/TD]
[TD="align: right"]30-Sep[/TD]
[/TR]
[/TABLE]
 
nasa1974 said:
Worse month and quarter in a long time. 3rd quarter 3.29% and September 4.00%
Click to expand...

For the first time in year 2021, we ended a month with a loss. From January to August, we had monthly gains.
Our year to date gains dwindled down from $63K to $50K and $26K to $15K respectively.
 
HOW COULD THEY ERRONEOUSLY ROLL OVER MY ROTH TSP TO SOMEBODY'S ROTH IRA ACCOUNT?

So I finally rolled over my TSP Roth to my Roth IRA. It was a long (almost a month), messy and erroneous process.
First, you complete the TSP Form 99 and have it notarized.
Second, you send it to your brokerage for them to certify that you have a receiving Roth IRA account with them.
The brokerage completes their section of the form and mails/faxes the form to TSP. TSP notifies you about the pending transaction and then electronically sends the money to your brokerage.
9/17 - Started the paper process.
9/18 - Had the form notarized and mailed it to the brokerage. Brokerage won't accept fax or upload of document.
9/26 - Received notification from TSP about the transaction
9/29 - Money was withdrawn from my TSP account
10/08- Money is pending at the brokerage. It took a week for my money to be received by the brokerage.
And when I checked it- the bad part is - it was being rolled over to my son's Roth IRA.
Tried calling my brokerage to correct the error and it was a recorded message saying that he is unavailable, and to press "0" for further assistance.
I pressed "0" and another recording saying, "We are sorry, but nobody is available to assist you."
Dang - I had no recourse but to leave a message and also send an electronic message.
I can't wait for Monday to speak to a live agent.
I can't believe the stupid mistake they made.
 
Yea, that's a pretty incredible mistake. What goofballs they are. Can't wait to hear that you got it resolved!
 
Update on Vanguard's Fiasco:
Since I wasn't able to contact Vanguard, I resorted to Twitter and FB on Oct. 10.
https://twitter.com/ARTANDELOUT

And they finally got in touch with me via Twitter on the 11th of October asking for contact information.
I provided the contact information on same day.
10/12 - I responded via Twitter to let them know that nobody has called me yet.
10/13 -Vanguard finally called me and had the issue escalated.
10/13 - I checked my account and still no monies.
10/14 - Monies appeared in my account.
I told my agent that I lost trading days and that I was trying to buy the following shares at the following prices since my monies should
have been available for trading since the 8th of October. He said he will try and see what he can do. And that it will take a few more days.
So Here I am - on a wait and see.
[TABLE="class: grid, width: 281, align: left"]
[TR]
[TD]$ 139.20[/TD]
[TD="align: right"]100[/TD]
[TD]APPL[/TD]
[TD]10/13[/TD]
[/TR]
[TR]
[TD]$ 292.35[/TD]
[TD="align: right"]50[/TD]
[TD]MSFT[/TD]
[TD]10/12[/TD]
[/TR]
[TR]
[TD]$ 2,715.20[/TD]
[TD="align: right"]10[/TD]
[TD]GOOG A[/TD]
[TD]10/12[/TD]
[/TR]
[/TABLE]
 
Last edited:
Bullitt said:
Any updates on the mix up?
Click to expand...
At first, they were telling me that I made the mistake by putting my son's account number.
I told them that I didn't put my son's account number on the form.
It was Vanguard who put the account number on the form.
And then they said that they were just following the account number on the treasury check that they received from TSP.
I told them that TSP just follows the account number listed on the certification.
I explained to them TSP's and their(Vanguard) process.
I told them that I only completed the top portion of the TSP Form 99, have it notarized and then mailed it to Vanguard.
Vanguard then completes the bottom part (account number) and then sends it to TSP.
They pulled out the form to see if I was telling the truth and finally, they realized it was their mistake.
 
Question:

poll_image.gif
has 65%Bullish For the coming week of Oct 18 thru Oct 22,

What is going on next week?
 
Then there is the 'smart money, dumb money' question and associated debate. Might be a good time to take profits.
 
Received a call back again from Vanguard and they offered me the following prices retro to 10/13.
I guess it's not too bad.
[TABLE="class: grid, width: 336, align: left"]
[TR]
[TD]I Asked:[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Vanguard's Offer[/TD]
[/TR]
[TR]
[TD="align: right"]$139.2[/TD]
[TD="align: right"]100[/TD]
[TD]APPL[/TD]
[TD="align: right"]13-Oct[/TD]
[TD="align: right"]$139.25[/TD]
[/TR]
[TR]
[TD="align: right"]$292.35[/TD]
[TD="align: right"]50[/TD]
[TD]MSFT[/TD]
[TD="align: right"]13-Oct[/TD]
[TD="align: right"]$293.65[/TD]
[/TR]
[TR]
[TD="align: right"]$2,715.20[/TD]
[TD="align: right"]10[/TD]
[TD]GOOG A[/TD]
[TD="align: right"]13-Oct[/TD]
[TD="align: right"]$2732[/TD]
[/TR]
[/TABLE]
 
Bullitt said:
I'm surprised they did that for you. Good on them. Glad this seems to have worked out in the end.
Click to expand...
They haven't done it yet.
They are offering this as a resolution, (not guaranteed yet) and if I accept, the agent was talking about a long process, so we'll see.
 
10/21-Final UPDATE on Rollover Fiasco
Received another call from Vanguard and below are the final and absolute purchase price per share.
They are not exactly my "buy" prices, if the monies were available in my account at the time:from 10-8 to 10-13.
It took some negotiations, but I am happy with the resolution offered by Vanguard.

[TABLE="class: grid, width: 336, align: left"]
[TR]
[TD][/TD]
[TD]My asking:[/TD]
[TD]Final Offer and Resolution[/TD]
[TD]Current Market Price 10/21[/TD]
[/TR]
[TR]
[TD="align: right"]APPL[/TD]
[TD="align: right"]$139.25[/TD]
[TD="align: right"]$139.25[/TD]
[TD="align: right"]$149.22[/TD]
[/TR]
[TR]
[TD="align: right"]MSFT[/TD]
[TD="align: right"]$292.35[/TD]
[TD="align: right"]$293.85[/TD]
[TD="align: right"]$309.68[/TD]
[/TR]
[TR]
[TD="align: right"]GOOG A[/TD]
[TD="align: right"]$2715.2[/TD]
[TD="align: right"]$2731.00[/TD]
[TD="align: right"]$2825.4[/TD]
[/TR]
[/TABLE]
 
[TABLE="class: grid, width: 500, align: left"]
[TR]
[TD]Worst month 2021[/TD]
[TD]September[/TD]
[TD]$-19,904[/TD]
[/TR]
[TR]
[TD]Best Month 2021[/TD]
[TD]October[/TD]
[TD]$ 21,095[/TD]
[/TR]
[/TABLE]
 
Maricar19 said:
[TABLE="class: grid, width: 500, align: left"]
[TR]
[TD]Worst month 2021[/TD]
[TD]September[/TD]
[TD]$-19,904[/TD]
[/TR]
[TR]
[TD]Best Month 2021[/TD]
[TD]October[/TD]
[TD]$ 21,095[/TD]
[/TR]
[/TABLE]
Click to expand...




Maricar19, same here. The good thing is I have had 7 positive months and 3 negative months. My three worst months almost equals my best month ($19,102.77). Can't complain so far. But we still have 2 months to go. :eek:

[TABLE="class: grid, width: 500, align: left"]
[TR]
[TD]Worst month 2021[/TD]
[TD]September[/TD]
[TD]$13,659.76[/TD]
[/TR]
[TR]
[TD]Best Month 2021[/TD]
[TD]October[/TD]
[TD]$17,811.09[/TD]
[/TR]
[/TABLE]
 
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