Is Your Retirement Plan Investment Lineup BAD? What Can You do?

Greg Shepard - S&A Financial Services, Inc.

Greg Shepard, your go-to expert in higher education retirement plans, uncovers a little-known strategy that could revolutionize your retirement savings if your investment lineup falls short. In this video, Greg unveils the in-service rollover option available for your supplemental retirement accounts, offering insights on leveraging it to your advantage.

Key Highlights:

Investment Selection Insight: Greg illuminates how the investment lineup in your retirement plan isn't solely determined by TIAA or Fidelity, especially in larger institutions where outside firms influence choices.

Supplemental Account Strategy: Explore a potent strategy for your supplemental retirement accounts. Greg explains how, upon reaching a specific age (typically 59 ½ or older), you can roll over 100% of accrued funds into an IRA outside your employer's plan.

Expanded Investment Choices: Witness how this strategy broadens investment possibilities. Greg discusses the flexibility gained by transferring funds to an external IRA provider like Charles Schwab, enabling selection from a wider array of investments.

Cost Clarification: Greg stresses understanding associated investment costs. Whether opting for independent advice or going solo, he provides clarity on anticipated expenses.

In-Service Rollover: Learn about "in-service rollover" and verify if your retirement plan allows this option. Greg offers guidance on contacting your plan vendor or reaching out directly for more information.

Don't let inadequate investment options hinder your retirement savings. Watch this video, explore your choices, and seize control of your financial future. For personalized assistance and insights, contact Greg Shepard, the expert in higher education retirement plans. Subscribe for more valuable retirement strategy tips. 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.