Thanks Sarah for posting the FRTIB minutes, particularly because it gave me a look at the FRTIB website. Goal D of the FRTIB strategic plan [p.16 of the document] was of interest to me and I think it will interest many on this list as it deals with design improvements. As I near retirement, the ability to withdraw Roth and traditional balances separately is very important to me. Just FYI..
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https://www.frtib.gov/ReadingRoom/StratPlan/FRTIBStrategicPlan-2017-2021.pdf
GOAL D2. Formulate and implement plan design improvements that increase the likelihood that participants do not outlive their TSP assets
Milestones
- D2.1. Implement additional withdrawal options to accommodate post-retirement needs
- D2.2. Implement capability to invest and withdraw Roth and traditional balances separately to facilitate participant tax advantages
- D2.3. Launch additional Lifecycle (L) Funds in five-year intervals, e.g., 2025, 2030, 2035, etc. to allow participants to more closely align their L Fund investment decisions with their future withdrawal plans
- D2.4. Launch Mutual Fund Window to increase investment flexibility
- D2.5. Implement changes on participant annual statements to inform participants on the expected sufficiency of their current and projected TSP savings
https://www.frtib.gov/ReadingRoom/StratPlan/FRTIBStrategicPlan-2017-2021.pdf
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Posted by: gjabbott@yahoo.com
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Neither the TSP Strategy group, nor individual members, are licensed or authorized to provide investment advice. Any statements made herein merely reflect the personal opinions of the individual group member. Please make your own investment decisions based upon your personal circumstances.
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