Gary Lesser Posted November 12, 2007 Posted November 12, 2007 COLA/Rollover chart modified May 2008. See other posts. Comments welcome.
Gary Lesser Posted February 18, 2008 Author Posted February 18, 2008 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 Posted May 21, 2008 Author Posted May 21, 2008 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). The attached pdf charts may be freely distributed in their entirety. COLA_RO_rev_5_2008.pdf
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