Aloha,
I am looking to the group for assistance on this one. Has anyone found a relatively easy way to enter TSP transactions? There are a couple of hitches that make it more problematic than a traditional brokerage account:
1. Transactions (new or reallocations) are made across the entire pool of assets (i.e. by Fund). The TSP account I am working with includes a Traditional and a Roth 401(k). My preference is to keep these as separate pools within FM since they receive different tax treatment. However any transaction affects both pools equally. Put another way, I cannot make a transaction in just the Traditional 4o1(k) or just the Roth 401(k).
2. The interface does not allow transactions in the traditional sense, but rather, you can reallocate your assets across the funds at any time by whole percentage points. You cannot specify a dollar amount to transfer between Funds. There is not a clean way to download historic transactions as the CSVs are "Transaction Summaries" and only available for the last month.
I am looking for suggestions on how to:
1. Enter historic transactions (dating to 2004, not really interested in doing by hand, that is even if we have all of the paper statements)
2. On going transaction processing.
Any help is appreciated, thanks!
Jason
Fun Fact: TSP is managed by Blackrock