By the way, in this whole ordeal of attempting to understand and learn the TSP death benefit distribution rules, I have gotten incomplete, confusing, misleading and punting from multiple professionals who in my opinion should know this stuff. The pros included a trust lawyer, a certified financial planner and two different associates at the Thriftline. Pretty shocking to me!
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Or you can now use TapaTalk again!TSP beneficiary question
- Thread starter JD1964
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Doesn't surprise me at all.Furthermore, I believe I have the documentation which confirms that a Trust can handle the task of rolling a TSP into an inherited IRA. Keep in mind that this requires that the Trust is listed as the "primary" beneficiary.
Read the second paragraph of page 15 in this document > TSPBK26 Titled Tax Rules for TSP PaymentsSimilar threads
