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Thread: TangoMike's retirement story...

  1. #13

    Default Re: TangoMike's retirement story...

    hey nasa1974, did you transfer over to another account? how did that go?

    tks
    terry

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  3. #14

    Join Date
    Apr 2008
    Location
    Cleveland, Ohio
    Posts
    12,151

    Default Re: TangoMike's retirement story...

    Quote Originally Posted by TangoMike View Post
    hey nasa1974, did you transfer over to another account? how did that go?

    tks
    terry
    I have not. I do plan on transferring everything by the end of summer. I have already talked to my financial advisor about it. Reading some of the issues other members have had I wanted to do some reading about what I will need to do. For sure it will happen this year because I need to have it all done before I turn 72 next year.
    Thanks for asking. Once it's all done, I'll post about the experience.
    May the force be with us.

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  5. #15

    Default Re: TangoMike's retirement story...

    Quote Originally Posted by nasa1974 View Post
    I have not. I do plan on transferring everything by the end of summer. I have already talked to my financial advisor about it. Reading some of the issues other members have had I wanted to do some reading about what I will need to do. For sure it will happen this year because I need to have it all done before I turn 72 next year.
    Thanks for asking. Once it's all done, I'll post about the experience.

    I'm still researching but leaning towards transferring to another brokerage due to the inexcusable bs from the new tsp, I want to get my money out to a brokerage that has some semblance of competency.

    good luck

    tm

  6.  
  7. #16

    Default Re: TangoMike's retirement story...

    Quote Originally Posted by evilanne View Post
    Agree about the website. Has me considering moving out of TSP when SEPP, 72(k) payments end.
    Good luck on your retirement plans TangoMike
    Happy Trails
    Hi evilanne,

    Did you move out of tsp? if so, how did that go? thanks, tm

  8.  
  9. #17

    Join Date
    Jul 2016
    Location
    Texas
    Posts
    2,274

    Default Re: TangoMike's retirement story...

    I still have 6 months to go before I reach 59.5. I might be able to do it sooner if I can make sure I get the RMD for this year by switching to fixed payments but I will leave some in TSP going forward. Not sure how much to take out at one time or if I should do that gradually. I did open a Fidelity account to play with as I think that is most cost effective way to transfer/roll over larger amounts of money than with a broker/financial advisor.

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