Out of Steam
Thinks s/he gets paid by the post
- Joined
- Mar 14, 2017
- Messages
- 1,683
I've made two attempts to make a partial transfer of funds (less than 10% of balance) from the Federal Thrift Savings Plan to TIAA to fund a Roth conversion. The form has been rejected each time, due to miscommunications between the two organizations transferring the forms. Is TSP simply the roach motel of financial institutions?
Managing funds with TSP does not appear to be a tenable option, and I would now like to move all but a token amount to TIAA.
1. As it is apparently beyond my abilities, what professional, such as a CPA firm or attorney, can assist with this?
2. Would it work better if I took possession of the funds directly, not involving the two organizations with each other, and redeposit them in TIAA myself within 60 days?
Managing funds with TSP does not appear to be a tenable option, and I would now like to move all but a token amount to TIAA.
1. As it is apparently beyond my abilities, what professional, such as a CPA firm or attorney, can assist with this?
2. Would it work better if I took possession of the funds directly, not involving the two organizations with each other, and redeposit them in TIAA myself within 60 days?