TIAA Traditional - Financial Advisors Perspective {Webinar Recording}

Greg Shepard - S&A Financial Services, Inc.

TIAA Traditional (fixed account) has been the most confusing investment in higher ed retirement plans in my 20+ yr tenure specializing in higher ed retirement plans.

Join financial advisor Greg Shepard as he provides valuable insights into TIAA Traditional for higher education retirement plans.

In this recorded webinar, Greg shares his expertise gained over 20 years of experience, covering essential topics such as current rates, liquidity issues, lifetime income annuity options, and more. Gain valuable knowledge and make informed decisions about your retirement plan.

Remember though, there is no "one-size-fits-all" strategy and I encourage you to talk to a financial advisor that specializes in this area prior to initiating any strategy discussed.
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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.