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TIAA Traditional - 3 Popular Questions....Answered
(Formally HigherEd Retire Podcast)
In this episode, Greg Shepard, who specializes in helping those in higher education get the most out of their retirement plan, shares with you the 3 most recent popular questions / topics asked to him from those viewing is YouTube channel.
In this episode, Greg shares with you what one can do if their TPA (Transfer Payout Annuity) from TIAA Traditional exceeds that of the RMD (Required Minimum Distribution). Question posed to Greg regarding this issue is can one take the difference (the TPA dollar amount greater than RMD) and direct that towards IRA rather than taking the income?
The answer is Yes, but the logistics of accomplishing this is a little trickier than one may think.
Also, piggybacking off the first topic, higher ed employees wanted to know if they could transfer TIAA Traditional balance NOT converted to a Lifetime Income Annuity?
Again, the answer is a resounding Yes, but listen to Greg as he shares with you how to accomplish this.
Lastly, Greg shares with you something he's discussed in prior podcasts. With TIAA Traditional realizing such high interest rates, does it make sense to use this fixed investment as a bond alternative?
The answer is Maybe, depending on your contract and how you feel about the liquidity issues around TIAA Traditional. Again, listen to this episode and Greg will talk you through the nuances.
YouTube Video Channel
https://www.youtube.com/@higheredretire4534
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
https://calendly.com/greg-safinancial...
email: [email protected]
913-521-2381
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.
View all episodes
By Greg Shepard
4.5
66 ratings
(Formally HigherEd Retire Podcast)
In this episode, Greg Shepard, who specializes in helping those in higher education get the most out of their retirement plan, shares with you the 3 most recent popular questions / topics asked to him from those viewing is YouTube channel.
In this episode, Greg shares with you what one can do if their TPA (Transfer Payout Annuity) from TIAA Traditional exceeds that of the RMD (Required Minimum Distribution). Question posed to Greg regarding this issue is can one take the difference (the TPA dollar amount greater than RMD) and direct that towards IRA rather than taking the income?
The answer is Yes, but the logistics of accomplishing this is a little trickier than one may think.
Also, piggybacking off the first topic, higher ed employees wanted to know if they could transfer TIAA Traditional balance NOT converted to a Lifetime Income Annuity?
Again, the answer is a resounding Yes, but listen to Greg as he shares with you how to accomplish this.
Lastly, Greg shares with you something he's discussed in prior podcasts. With TIAA Traditional realizing such high interest rates, does it make sense to use this fixed investment as a bond alternative?
The answer is Maybe, depending on your contract and how you feel about the liquidity issues around TIAA Traditional. Again, listen to this episode and Greg will talk you through the nuances.
YouTube Video Channel
https://www.youtube.com/@higheredretire4534
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
https://calendly.com/greg-safinancial...
email: [email protected]
913-521-2381
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.