I'm considering a rollover from Vanguard IRA funds into the TSP, overall moving funds from short term bond to the G fund. I'm limited by the one IRA rollover per 12 months. Does anyone have any experience or encountered problems with Vanguard trustee direct to TSP rollovers? How was certification that all funds are after tax handled?
Lar
Partial Rollover from Vanguard to TSP
Re: Partial Rollover from Vanguard to TSP
Lar,
I've transferred funds directly from my Vanguard SEP-IRA to the TSP without any problems. If I recall correctly, the whole process went very smoothly and took about ten calendar days (but not during the holidays). Also, I'm not sure you're correct that you're limited to only one trustee-to-trustee direct transfer per 12 months. I thought that so long as it's trustee-to-trustee direct, you can do it as frequently as you like. But please do not rely on me for this. Speak with qualified representatives at Vanguard to make sure.
MichDad
I've transferred funds directly from my Vanguard SEP-IRA to the TSP without any problems. If I recall correctly, the whole process went very smoothly and took about ten calendar days (but not during the holidays). Also, I'm not sure you're correct that you're limited to only one trustee-to-trustee direct transfer per 12 months. I thought that so long as it's trustee-to-trustee direct, you can do it as frequently as you like. But please do not rely on me for this. Speak with qualified representatives at Vanguard to make sure.
MichDad
Re: Partial Rollover from Vanguard to TSP
I don't think you can rollover a Roth IRA (after tax IRA) to TSP (or to a 401K).
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Re: Partial Rollover from Vanguard to TSP
If this is indeed a Roth IRA, then as rkhusky noted then you can't rollover into TSP. You can direct new contributions to myRA which has access to the same G fund, but there are some catches: 1) $15,000 maximum balance allowed 2) no Roth rollovers into myRA 3) max 30 years account lifelarmewar wrote:I'm considering a rollover from Vanguard IRA funds into the TSP, overall moving funds from short term bond to the G fund. I'm limited by the one IRA rollover per 12 months. Does anyone have any experience or encountered problems with Vanguard trustee direct to TSP rollovers? How was certification that all funds are after tax handled?
Lar
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."
Re: Partial Rollover from Vanguard to TSP
MichDad,
Thanks for your response. When I wrote limited by one rollover per 12 months, I was referring to withdrawing and sending the rollover to TSP myself.
Lar
Thanks for your response. When I wrote limited by one rollover per 12 months, I was referring to withdrawing and sending the rollover to TSP myself.
Lar