Any updates on the mix up?
Roll over to an outside IRA
Partial withdrawal
Monthly Payments based on your specified dollar
Monthly payments based on IRS Life Expectancy
Just leave it with TSP until 70 years old
Not sure yet
Annuity
Other options not mentioned above
I would find a new brokerage company.
May the force be with us.
Yea, that's a pretty incredible mistake. What goofballs they are. Can't wait to hear that you got it resolved!
Scott Harrison
Senatobia, MS
Update on Vanguard's Fiasco:
Since I wasn't able to contact Vanguard, I resorted to Twitter and FB on Oct. 10.
https://twitter.com/ARTANDELOUT
And they finally got in touch with me via Twitter on the 11th of October asking for contact information.
I provided the contact information on same day.
10/12 - I responded via Twitter to let them know that nobody has called me yet.
10/13 -Vanguard finally called me and had the issue escalated.
10/13 - I checked my account and still no monies.
10/14 - Monies appeared in my account.
I told my agent that I lost trading days and that I was trying to buy the following shares at the following prices since my monies should
have been available for trading since the 8th of October. He said he will try and see what he can do. And that it will take a few more days.
So Here I am - on a wait and see.
$ 139.20 100 APPL 10/13 $ 292.35 50 MSFT 10/12 $ 2,715.20 10 GOOG A 10/12
Last edited by Maricar19; 10-14-2021 at 12:30 PM.
Emotions should never play a role in one's investing strategy!
No to Greed...No to Fear!
http://share.robinhood.com/mariloc1
Emotions should never play a role in one's investing strategy!
No to Greed...No to Fear!
http://share.robinhood.com/mariloc1
At first, they were telling me that I made the mistake by putting my son's account number.
I told them that I didn't put my son's account number on the form.
It was Vanguard who put the account number on the form.
And then they said that they were just following the account number on the treasury check that they received from TSP.
I told them that TSP just follows the account number listed on the certification.
I explained to them TSP's and their(Vanguard) process.
I told them that I only completed the top portion of the TSP Form 99, have it notarized and then mailed it to Vanguard.
Vanguard then completes the bottom part (account number) and then sends it to TSP.
They pulled out the form to see if I was telling the truth and finally, they realized it was their mistake.
Emotions should never play a role in one's investing strategy!
No to Greed...No to Fear!
http://share.robinhood.com/mariloc1
LOL- I only have 4 followers in my Twitter account since 2009.
Emotions should never play a role in one's investing strategy!
No to Greed...No to Fear!
http://share.robinhood.com/mariloc1
Question:
has 65%Bullish For the coming week of Oct 18 thru Oct 22,
What is going on next week?
Emotions should never play a role in one's investing strategy!
No to Greed...No to Fear!
http://share.robinhood.com/mariloc1
Nothing out of the ordinary. Bullish activity brings out bullish sentiment.
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.
Then there is the 'smart money, dumb money' question and associated debate. Might be a good time to take profits.
50% S, 50% C 06 Mar, was 100% G; 80% S 20% C COB 08 Jan '24; 100% G COB 14 Nov; was 100% C COB 31 Oct (Boo!); was 100% G COB 12 Oct; was 50% C, 50% S COB 22 Jun; Life is good!
Received a call back again from Vanguard and they offered me the following prices retro to 10/13.
I guess it's not too bad.
I Asked: Vanguard's Offer $139.2 100 APPL 13-Oct $139.25 $292.35 50 MSFT 13-Oct $293.65 $2,715.20 10 GOOG A 13-Oct $2732
Emotions should never play a role in one's investing strategy!
No to Greed...No to Fear!
http://share.robinhood.com/mariloc1
I'm surprised they did that for you. Good on them. Glad this seems to have worked out in the end.
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