Gary Lesser
Nov 12 2007, 11:32 AM
COLA/Rollover chart modified May 2008. See other posts.
Comments welcome.
Gary Lesser
Feb 18 2008, 10:20 AM
Rollover Chart Modified. The rollover chart was modified to include a direct rollover from the Federal TSP to a Roth. The Roth transfer option is included on the TSP distribution form. The chart was revised again in May 2008. See other posts.
Gary Lesser
May 21 2008, 11:09 AM
COLA/Rollover Chart Modified. The Rollover chart was modified and takes into account the provisions of Notice 2008-30 relating to rollovers and direct transfers to Roth IRAs. The prohibition against rolling over after-tax contributions to certain plan types was added to the Traditional IRA/SEP row. [Rev. 5/08]
Thanks for the comments (public and private).
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