Anyone know whether partial rollovers are permitted? Seems I read a couple of years ago that only rollovers of the entire accounts were allowed....?![]()
Now you're talking. You just made my day with that info--transfer from a 401K to TSP is G2G--certain restrictions apply. My plan is to do a transfer monthly from my 401K to TSP to save a little on management fees. I'm just not 100% sure if that's the best thing to do. Thanks for all of the info.
Anyone know whether partial rollovers are permitted? Seems I read a couple of years ago that only rollovers of the entire accounts were allowed....?![]()
Good question. I didn't think about partial rollovers. Does anyone know if it (partial rollover) can be done or does it have to be the entire 401K?
You can transfer any amount into TSP as long as your account is still active and it is from a tax deferred plan, it's up to the other plan whether they will allow a partial transfer. BUT, each transfer, even if done monthly, will have to be sent by check and have a TSPU60 (for a military account) filled out with it.
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