TIAA Traditional Annuity: Full vs. Delayed Liquidity Explained (Which is Right for You?)

Greg Shepard - S&A Financial Services, Inc.
#tiaatraditional #tiaaa #tiaa

Greg Shepard, your trusted expert from S&A Financial Services, returns to demystify higher education retirement plans, focusing on the intricate landscape of TIAA accounts. In this video, Greg tackles recent inquiries about liquidity options within TIAA Traditional across the most commonly used contracts.

Key Points:

RA Contracts: Greg delves into Retirement Annuity (RA) contracts, discussing TPA options for balances exceeding $2,000 while employed, and rollover choices for post-termination balances below $2,000.

GRA Contracts: Exploring Group Retirement Annuity (GRA) contracts, Greg outlines strategies for balances over and under $5,000, highlighting the 120-day separation of service tactic and the flexibility within GRA options.

RC Contracts: Greg concludes with Retirement Choice (RC) contracts, emphasizing the $5,000 threshold and discussing the 7-year TPA, systematic withdrawals, and liquidity intricacies.

Throughout, Greg stresses the importance of education and understanding contract specifics, mentioning options like TPA, RMD, interest-only, and lifetime income annuity. He encourages viewers to seek personalized guidance from TIAA or himself.

Don't let confusion hinder your retirement plans! Greg Shepard is here to illuminate TIAA Traditional liquidity options. Watch now to empower your decisions about higher education retirement planning.
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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.