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Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP

Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP 2025

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The document is a form (TSP-60-R) used to request the transfer of Roth funds from a Roth 401(k), 403(b), or 457(b) into a Thrift Savings Plan (TSP) account. It outlines the necessary information required from both the participant and the plan administrator, including certifications regarding the eligibility of the funds for transfer. The TSP does not accept transfers from Roth IRAs and specifies that participants must have an open TSP account with a balance for the transfer to be processed.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (241 Votes)
2019	4.2 Satisfied (72 Votes)
2012	4.1 Satisfied (30 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the 5 year rule for Roth TSP?

Earnings are considered qualified after both of these Internal Revenue Code (IRC) requirements are met: 5 years have passed since January 1 of the calendar year when you made your first Roth TSP contribution and you are at least age 59, permanently disabled, or deceased.

Can you transfer Roth IRA to Roth TSP?

The TSP will accept into the Roth balance of your TSP transfers from Roth 401(k)s, Roth 403(b)s and Roth 457(b)sbut you cant indirectly rollover Roth funds into your TSP, and you cant move money from a Roth IRA into your TSP account.

What are the exceptions to the 5 year rule for Roth IRAs?

Here are the rules regarding making withdraws from your TSP ROTH, Age: you must be age 59 and 1/2 years young, 5 Years: your ROTH account must have been open and funded for at least 5 years.

What are the disadvantages of Roth TSP?

More videos on YouTube The Upfront Tax Burden is Too Much. Using a Roth means that you owe the taxes immediately. If Youre Leaving Retirement Assets to Multiple Children. If You and Your Spouse Are Both High-Earners. You Anticipate Large Medical Bills. If You Dont Have Any After-Tax Savings. Mistakes When Using a Roth.