Thank you for sharing your strategy. It generated some questions for me:
As a recent retiree (8/2017), I wanted to roll-over only my Roth contributions, but could not do that according to TSP withdrawal rules--the proportional aspect you mention in your post.
You mention expecting to take $$ out of only specific TSP funds and not others--can you share what forms or publications or guidance you consulted that tells the rest of us how to do that "cherry-picking" withdrawal or roll-over? Everything I've experienced with the current rules tells me that I absolutely cannot do just what you've said you're going to do, so I am extremely interested in what you've discovered!
I am awaiting the implementation of new rules that I hope/expect will give me more options, but if you have insight for me now I welcome it!
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Posted by: traceyaaron@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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