Top 3 TSP and IRA Rollover Mistakes You Need to Avoid

by | Aug 6, 2022 | Rollover IRA | 16 comments

Top 3 TSP and IRA Rollover Mistakes You Need to Avoid




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16 Comments

  1. Gmale

    Am I allowed to Transfer money into my TSP after I retire?

  2. Peg Hagan

    Have searched everywhere to no avail. I am retired Fed with a traditional TSP account only and age 64. Can I make a partial transfer of my TSP to fund a Crypto IRA while the remaining funds remain in TSP?

  3. Anthony B

    Something I'm not clear on is, can you do a TSP to IRA transfer prior to retirement?

  4. Bryan Edwards

    Might want to put a battery in that clock!

  5. Jonathan Weiner

    What is the allowable contribution to a roth prior to age 72?

  6. MyLifeIsGood

    Re: mistake #3…so if you want to move your TSP to a Roth, the full transfer must be complete before RMD kicks in at age 72?

  7. Guoying Lu

    Hi Haws,
    I have a question related to ROTH IRA.
    People who make too much money can't contribute to ROTH IRA.
    (I know people can do backdoor ROTH.)
    I'm wondering why? What's their purpose for doing that?
    Thanks!

  8. Brian Turner

    72 is the age , for RMD. Could you please tell us what that number or percentage is, that you will be required to take out at 72. Base it on an easy number. Let's say 500,000.
    What would be the RMD at age 72 for that amount? Thank you for your help and videos. You're doing a great job.

  9. Wdeemar Wdeemar

    Just make it easy open up an account where you want to end up. Pull it from the account.Fidelity and Vanguard have worked with our TSP for years.

  10. Mickey Drago

    Itrust Capital, I recommend them for a crypto IRA…

  11. Sam Marx

    With all due respect, your video is very misleading.

    You don’t “call” TSP and “tell” them to do anything. They only transfer funds using forms such as a TSP 75 or TSP 99. Those forms designate very clearly whether the funds to be transferred are going into a qualified IRA or something else.

  12. Marc Boer

    Is there a way for finding out how much your RMD will be?

  13. Roger Masadi

    GREAT VIDEO.

    I have a Roth IRA account. So will the TSP allow me to transfer from my traditional TSP account to my Roth IRA account since I don't have a traditional IRA account?

  14. Michael Vadney

    Great to learn this stuff now, thanks!

  15. Daniel Just Daniel

    Different subject:::When you do a withdraw from the TSP i know that the Fed takes 20% but will the TSP folks send a percentage to your state to cover there taxes?

  16. Alan Lajoie

    Love your videos always learn something Keep them coming

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