Does mandatory TSP withdrawal fall in the same category as mandatory IRA withdrawal

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Can TSP withdrawals be lumped in with mandatory IRA withdrawals or are they in addition to IRA withdrawals?

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Posted by (Questions: 1, Answers: 1)
Asked on May 11, 2018 12:44 am


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Mandatory withdrawals from your TSP account cannot be aggregated with, and must be separate from, those taken from your IRA(s). Though the two types of account are similar there are quite a few differences between them, and this is one of them.

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Posted by (Questions: 0, Answers: 80)
Answered on May 11, 2018 1:02 pm

Thank you so very much. My investment adviser was incorrect and thought we could lump them together.

( at May 11, 2018 1:29 pm)