TIAA Simplified for HigherEd

Target Date Funds - Should You Use Them?


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In this episode, Greg Shepard will dive into the ins-and-outs of Target Date Funds. Probably unbeknownst to you as an employee, this is most likely where your monthly contributions default to every contribution period. Here, you'll learn

  1. What a Target Date Fund is
  2. Is there a conflict of interest?
  3. What other options you have
  4. What options you should choose

Greg Shepard, and advisor at S&A Financial Services, Inc. understands you can get into the weeds with this retirement "stuff." If you're looking for some help, shoot him an email at [email protected] or check out the website at www.safinancialservices.com

Jump on Greg's calendar to see about improving your TIAA situation.

Another great podcast for you is What is BrokerageLink?

More podcast episodes found at www.safinancialservices.com

S&A Financial Services, Inc. is a registered investment

advisor. Content presented is for informational purposes only and should not be

considered as investment advice or as an offer or solicitation for the sale or

purchase of any specific securities, investments, or investment strategies.

Always consult with your tax advisor or attorney regarding your specific

situation.

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TIAA Simplified for HigherEdBy Greg Shepard

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