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Are These Good Reasons to Transfer Out of the TSP at Retirement? | YMYW Podcast


Question: (Cass, Mississippi) Hey, Joe and Big Al, this is Cass from Mississippi. I drive a Chevy Equinox 2013. People say what they drink, too. Coke is it. That's it. And I have two toy Fox Terriers named Boss and Smash. And they are tiny and tough. So, you know, if anybody breaks into my house, hey, be ready. So my question is about the TSP. There's two reasons that I think I should transfer out of the TSP once I retire in 10 years. So that gives you guys plenty of time to answer this question. One is when you withdraw funds, you don't have the choice of withdrawing from just the bond fund. And that was kind of my plan to help, you know, stay rebalanced over the years. But you have to withdraw in equal increments from all the funds. And I'm wondering, is there some kind of workaround for this that I don't know about? Or is it not terrible? Because I don't understand how that's good. But this is the great TSP, so, you know, I don't want to give up on it. And the other thing is, with like a regular Roth in my Vanguard, I know I'm not going to have to take RMDs from that. But the TSP Roth, you do have to take RMDs. So another thing I'm not crazy about. Do you think these two reasons or big enough reasons to transfer out of the TSP after I retire? I just wanted to get you guys thoughts on it and see what you think. I appreciate all your help, and your good advice, and the podcast is great. I love it. Stay cool. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our experienced financial professionals: Subscribe to our YouTube channel: Office locations: Ask Joe & Big Al On Air: Subscribe to our YouTube channel: Subscribe to the Your Money, Your Wealth® podcast: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. #ThriftSavingsPlan #Retirement #PersonalFinance...(read more)



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