In this episode, independent TIAA expert, Greg Shepard, delves into questions you've sent his way over the last few months. He closes the episode by elaborating on a key observation he's seen amongst TIAA participants.

Questions Greg addresses in this episode....

1. Do you (Greg) have to be local in order to work with me as my advisor?
2. How can I increase my TIAA Traditional rate?
3. TPA Strategies - what are all the nuances associated with TPA's?
4. How do you (Greg) differ from the advisor I use at TIAA or any other independent advisor outside TIAA?

In closing, Greg addresses the key observation he's noticed amongst TIAA participants upon retirement.

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*Disclosure* 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.