Thanks Tom.
Per tsp.gov...
Annual participant statements — (February 6, 2018) Your annual 2017 participant statement, covering the period from January 1 through December 31, 2017, is now available in My Account. To receive e-mail updates when new participant statements are available, sign up at “Email Updates” (under Quick Links) on the home page.
Tom
Market Commentary | My Blog | TSP Talk Plus | |
I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.
Thanks Tom.
May the force be with us.
I just got my TSP 2017 annual statement in the mail today.
May the force be with us.
Got my statement on Monday. Couple more 1099s and we’re off to the accountant to get the taxes done.
Break even year if I calculated correctly.
Not worth bothering with for what I get charged. Around $125.00 - $130.00, and we get a complete binder for reference with all tax information in it. And our accountant is familiar with our tax situation. My wife and I have a few non-traditional investments, and we have paperwork associated with my brother’s oil company we have to submit each year. I don’t need the headache.
Disappointing to see that my five year return is a little more than half of the returns of the C, S and I funds. At least it is positive.
Weatherweenie's Account Talk
Teddy Roosevelt: Patriotism means to stand by the country. It does not mean to stand by the president or any other public official. Retired on November 30, 2023 with 30+ years of service.
Looking at my returns over 5 years vs. C and S funds I've been fortunate. In the 65-70% range of C/S returns, and more than triple the rate I based my retirement on. I've had to learn to concentrate on my personal return goals while practicing capital preservation. It's not always easy. But, as long as I meet or exceed personal expectations, it's all good.
Weatherweenie's Account Talk
Teddy Roosevelt: Patriotism means to stand by the country. It does not mean to stand by the president or any other public official. Retired on November 30, 2023 with 30+ years of service.
Yes sir. Nothing wrong with that strategy. Minimize risk while protecting the capital you already have. Smart thinking as you near retirement, and once you enter retirement. You still want to make money in equities, but the key (for me) was to reduce my long term exposure to equities while knowing when to head to the sidelines to invest another day. Determine a personal monthly/annual return goal and stick with it above all else.
S&P500 (C Fund) (delayed) (Stockcharts.com Real-time) |
DWCPF (S Fund) (delayed) (Stockcharts.com Real-time) |
EFA (I Fund) (delayed) (Stockcharts.com Real-time) |
BND (F Fund) (delayed) (Stockcharts.com Real-time) |
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Yahoo Finance Realtime TSP Fund Tracking Index Quotes |
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