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TIAA Traditional - Creating Liquidity and Higher Rates
(Formally HigherEd Retire Podcast)
In this episode, Greg Shepard, host of Higher Ed Retire Podcast, will share with you how one would transfer money out of TIAA Traditional in an illiquid account in order to take advantage of higher rates of TIAA Traditional inside a liquid account.
As always, Greg stresses that this is NOT investment advice and this particular strategy will be plan specific so make sure to check with TIAA prior to implementing this strategy or any other strategy discussed in this podcast.
As Greg mentions, this strategy will probably apply to a lot of those in higher education and this goes to show that there are a lot of different nuances / strategies one could initiate and never even know it was available to them.
Listen as Greg shares with you the logistics of how this strategy works as well. Probably the most difficult part of this particular strategy is getting the correct paperwork, which certainly can get confusing and frustrating.
Lastly, Greg shares with you how important it can be to have someone in your corner when navigating these tricky waters and necessarily relying 100% on TIAA reps.
YouTube Video Channel
📆 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, host of Higher Ed Retire Podcast, will share with you how one would transfer money out of TIAA Traditional in an illiquid account in order to take advantage of higher rates of TIAA Traditional inside a liquid account.
As always, Greg stresses that this is NOT investment advice and this particular strategy will be plan specific so make sure to check with TIAA prior to implementing this strategy or any other strategy discussed in this podcast.
As Greg mentions, this strategy will probably apply to a lot of those in higher education and this goes to show that there are a lot of different nuances / strategies one could initiate and never even know it was available to them.
Listen as Greg shares with you the logistics of how this strategy works as well. Probably the most difficult part of this particular strategy is getting the correct paperwork, which certainly can get confusing and frustrating.
Lastly, Greg shares with you how important it can be to have someone in your corner when navigating these tricky waters and necessarily relying 100% on TIAA reps.
YouTube Video Channel
📆 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.