TIAA Traditional Lifetime Income Option Explained for RC Contract Only

Greg Shepard - S&A Financial Services, Inc.

Welcome to S&A Financial Services with Greg Shepard, your go-to expert for navigating and optimizing your higher education retirement plan. In this video, Greg sheds light on the recent changes and evolutions happening within TIAA retirement accounts, specifically focusing on the RC Retirement Choice contract and the lifetime income annuity option available in the TIAA Traditional account.

If you're approaching retirement age or considering your options, understanding the nuances of these annuity choices is crucial. Greg discusses various scenarios, such as single life and joint life guarantees, and compares the benefits and drawbacks of taking monthly payments versus investing the lump sum.

Don't make any irrevocable decisions without the guidance of a competent, fee-only financial advisor. Join Greg as he simplifies the complexities of your higher ed retirement plan and helps you make informed choices. Watch now and secure your financial future!

Note: This video is intended for informational purposes only and should not be considered as investment advice. Always consult a professional before making any financial decisions.

🎤 Podcast Episode - "Why I'm a Hypocrite on TIAA Traditional"
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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.