TIAA Traditional Illiquid Account - Learn How to Boost Your Rate While Still Employed

Greg Shepard - S&A Financial Services, Inc.

Greg Shepard from S&A Financial Services returns to equip higher education professionals with a savvy strategy to potentially boost their TIAA Traditional rates within employer retirement plans, even with illiquid accounts. Join Greg as he demystifies the process and shares real-world examples to help optimize retirement savings.

Key Points:

Transfer Payout Annuity (TPA): Learn how initiating a TPA while employed redirects annual payments to a liquid TIAA account, allowing investment in TIAA Traditional at potentially higher rates.

Real-Life Success Story: Explore a recent case where an individual increased their rate from 4.75% to 6% in an illiquid TIAA Traditional account.

Paperwork and Forms: Gain insights into the required paperwork and forms, with practical advice from Greg for smoother navigation.

Flexibility: Discover the strategy's flexibility, enabling annual transfers from illiquid to liquid contracts, adaptable to your financial goals and market conditions.

Personalized Assistance: For tailored guidance on implementing this strategy in your retirement plan, reach out to Greg Shepard using the provided contact information.

Don't miss this chance to potentially enhance your TIAA Traditional rates and secure a robust financial future. Watch the video to take charge of your retirement savings today. Subscribe for more insights into optimizing your higher education retirement plan. Enjoy the video and make informed financial decisions.
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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.