If you are 70-1/2 they must take an RMD annually.
From: TSP_Strategy@yahoogroups.com <TSP_Strategy@yahoogroups.com> on behalf of J West jw812@comcast.net [TSP_Strategy] <TSP_Strategy@yahoogroups.com>
Sent: Thursday, June 14, 2018 3:07 AM
To: TSP_Strategy@yahoogroups.com
Subject: [TSP_Strategy] estate Planning
Sent: Thursday, June 14, 2018 3:07 AM
To: TSP_Strategy@yahoogroups.com
Subject: [TSP_Strategy] estate Planning
Hello and thanks to everyone for your valuable insights. I am retired 5 years and still with the TSP. I think I understand that if I die, my heirs (my sons) will be required to receive a taxable distribution immediately. If I move the funds to an outside IRA, the kids can move the funds into their IRA tax free (tax deferred) upon my death. Do you agree. I'm thinking of moving to Fidelity. Also does anyone know the equivalent fidelity fund to the S fund. Sorry if this has been asked and answered in the past.
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Posted by: Thom Jennings <akthom@hotmail.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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