TIAA Simplified for HigherEd

TIAA Traditional - WATCH OUT!


Listen Later

(Formally HigherEd Retire Podcast)

In this podcast, Greg Shepard, speaks about 2 real-life situations regarding clients of his that had unfortunate experiences with their TIAA Traditional account. You'll learn why you NEED to know the restrictions and parameters around your TIAA Traditional account before it's too late. Greg shares a story about a lady in higher ed that did a fantastic job saving for her retirement. Her only downfall - 100% of it was TIAA Traditional. Listen to why she cried in his office once he told her something that TIAA failed to tell her over the course of about 25 years - DON'T LET THIS BE YOU!!!

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

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.

...more
View all episodesView all episodes
Download on the App Store

TIAA Simplified for HigherEdBy Greg Shepard

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

6 ratings


More shows like TIAA Simplified for HigherEd

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,956 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,100 Listeners