TIAA Traditional Rates SURGE! 3 Strategies to Earn High Interest (2024)

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

Greg Shepard, an expert from S&A Financial Services, is here to share exciting news for those with TIAA retirement plans. In this video, Greg dives into three key strategies to help you take full advantage of TIAA Traditional's incredible new high interest rates (as of November 2023).

Key Strategies:

1. The 120-Day Reinvestment Rule: Greg reveals a smart strategy to maximize your returns. By briefly moving your TIAA Traditional into a money market account for 120 days, you can lock in the new, higher interest rate. It's a simple yet effective method to boost your returns.

2. Transforming Bond Proceeds: If you're invested in TIAA bond funds that aren't performing as you'd like, Greg suggests a strategic move. Consider redirecting the proceeds into TIAA Traditional or a money market account where you can benefit from these new, more attractive rates.

3. Contract-to-Contract TPA: For those with TIAA Traditional in an illiquid contract, there's another tactic. By initiating a 7 or 10-year TPA and directing the payments to a different contract, you can access the new, higher interest rate on TIAA Traditional. Greg breaks down the logistics and how you can make this work to your advantage.

4. Bringing in Outside Accounts: Greg mentions a bonus strategy for those with outside accounts, emphasizing that this isn't a one-size-fits-all approach. You can move funds from these external accounts and strategically reintroduce them into specific TIAA contracts. This is a valuable opportunity to capitalize on TIAA Traditional's exceptional new rates.

With these strategies, you can make the most of TIAA Traditional's unprecedented high interest rates. Don't miss out on this early Christmas gift from TIAA. Greg is ready to assist you in navigating your retirement plan, so reach out to him if you have any questions or need expert guidance. Watch the video, take action, and secure your financial future in higher education retirement plans. Enjoy the video and make the most of TIAA Traditional's new rates. Get started today!
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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.