Re: [TSPStrategy] TSP Roll Over Advice?

Not yet here is what I found out. 

12/28/2022 All rollover checks are malied  to your brokerage go through Standard USPS and there is NO option for a higher priority USPS mailing or even a tracking method.   NO USPS, FED EX etc...  Check is made out  “to the benefit of your name and brokerage name”.  Spousal consent required, a form will be sent via email to spouse to answer questions.  After that, Takes the check 3 days to get mailed out, 5-7 bus days for USPS delivery to brokerage.  And yes your brokerage account has to be at least 5 days old.  Make sure you specify the deposit in a like for like account.  IRA to IRA,  Roth to Roth.

You have more options to invest in, ETFs with a brokerage.  It's safer with a good etf because the experts are trading within those funds and they have more info than you do.  I hate the fact that with TSP you have to schedule your trade hours or the next business day, buy or sell.  Since you do not know what the price will be upon execution, market can tank on your sell order or go up on your buy order.  With an ETF it's real time.

 

• Call your plan administrator (the company that sends you your statements) and let them know you want to roll over your assets to your new account. 

 

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Ditulis oleh: Andriansyah -