Re: [TSP_Strategy] estate Planning

 

I use FSEVX extended Market as S fund equivalent.  For under $10K balance, use FSEMX.

https://fundresearch.fidelity.com/mutual-funds/summary/315911883

On Fri, Jun 15, 2018 at 6:28 AM 'tsp' tsp@pcpco.com [TSP_Strategy] <TSP_Strategy@yahoogroups.com> wrote:

 

I use fidelity FSSVX as a TSP S fund equivalent, and DLFNX as a G fund equivalent.

Thanks,

John

 

From: TSP_Strategy@yahoogroups..com [mailto:TSP_Strategy@yahoogroups.com]
Sent: Thursday, June 14, 2018 7:07 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.

 

Sent from Mail for Windows 10

 

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-- Cindy King

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Posted by: Cindy King <cindy.kingde@gmail.com>

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