TIAA Traditional Annuity Options for Higher Education Retirement Plans

Greg Shepard - S&A Financial Services, Inc.

Welcome to S&A Financial Services with Greg Shepard, your trusted source for maximizing your higher education retirement plan.

In this video, Greg addresses the frequently asked questions surrounding TIAA Traditional annuity options. With current high-interest rates, understanding the liquidation process and distribution strategies for your TIAA Traditional account is crucial. Greg explains popular choices, such as the single life annuity option, where the money is gone upon your passing, regardless of marital status or beneficiaries.

He also explores the single life with a 10-year guarantee option, where your spouse receives payments for the remaining 10 years, but after that, the funds are depleted.

Moreover, Greg delves into joint life annuity options, including the joint life with a 20-year guarantee. For estate planning purposes, Greg hints at alternative options that may better serve your goals. To dive deeper into this topic, check out Greg's recent podcast episode. Don't miss the opportunity to make informed decisions about your higher ed retirement plan. 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.
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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.