Using TIAA & Fidelity Together to Optimize Your Higher Ed Retirement Plan

Greg Shepard - S&A Financial Services, Inc.

Welcome to S&A Financial Services with Greg Shepard!

In this video, Greg shares a strategy that has been a game-changer for many higher education employees planning their retirement. If you've ever wondered which vendor to choose between TIAA and Fidelity, Greg suggests a powerful approach: combining them for optimal results.

Greg explains how he has successfully implemented this strategy for clients in the Missouri and Arizona ABOR systems who were nearing retirement. By strategically allocating investments, utilizing TIAA's traditional fixed account and Fidelity's BrokerageLink, they were able to achieve the best of both worlds.

Discover the advantages of using an advisor for your higher ed retirement plan, as Greg highlights the value of expert knowledge in implementing these complex strategies. With bond prices fluctuating and TIAA Traditional offering an impressive fixed rate on new money, this combo strategy can be a game-changer for your retirement savings.

Don't miss the opportunity to educate yourself on this innovative approach. Check out the resources in the video description for further information and deepen your understanding of these concepts. Take control of your retirement plan and secure a brighter financial future.

Watch now and start optimizing your higher ed retirement plan with TIAA and Fidelity!
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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.