TIAA Traditional Annuity: Worth It for Your RC Contract?

Greg Shepard - S&A Financial Services, Inc.

Join Greg Shepard from S&A Financial Services as he delves into a crucial topic for university employees and those in higher education. In this informative video, Greg shares why it's essential to consider TIAA Traditional within your RCP contracts and how it could be a game-changer for your retirement savings strategy.

Key Takeaways:

1. Expert Guidance: Greg Shepard specializes in demystifying the complexities of higher education retirement plans. His valuable insights can help you make informed decisions.

2. Liquidity and TIAA Traditional: Learn about the exceptional liquidity feature of RCP contracts when it comes to TIAA Traditional. Greg underscores the importance of staying informed about interest rates.

3. Seizing High Rates: Greg points out the significant opportunity to take advantage of high interest rates within TIAA Traditional, which might outperform other bond investments commonly found in higher education retirement plans.

4. Notable Strategies: Explore strategies to leverage your RCP contract effectively, such as contract-to-contract swaps and Transfer Payout Annuities (TPA), which can create liquidity.

5. Tailored Financial Decisions: Greg reminds viewers that this video doesn't offer investment advice but encourages you to consider your options within TIAA and how they align with your financial objectives.

6. Reach Out for Assistance: For personalized assistance or to dive deeper into your specific retirement plan, contact Greg Shepard using the information provided below.

If you're a university employee or work in higher education, don't miss this opportunity to explore a unique strategy that could significantly impact your retirement savings. Make well-informed financial decisions to secure a more robust retirement. Watch the video now and take the first step towards optimizing your retirement plan. Enjoy the video and take control of your financial future.
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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.