Has anyone here had experience doing a direct transfer to Allianz, and having them hold back some of the $ to go elsewhere?
I have a client I am working with that has a TSP and one of the options we are looking at may involve this scenario. She would need about 20% of the money for something else, and the rest could go into the annuity.
Just curious how hard this type of scenario is to get through with them. Problem is she can only remove $ one time from her TSP, so she has to move the total amount she wants, then split it after its out.
thx
I have a client I am working with that has a TSP and one of the options we are looking at may involve this scenario. She would need about 20% of the money for something else, and the rest could go into the annuity.
Just curious how hard this type of scenario is to get through with them. Problem is she can only remove $ one time from her TSP, so she has to move the total amount she wants, then split it after its out.
thx
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