Unlock Retirement Income: Secrets of TIAA Traditional Illiquid Accounts

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

Calling all higher education professionals! Greg Shepard from S&A Financial Services is back with a must-watch video that could revolutionize your retirement strategy. Brace yourself for an in-depth discussion on leveraging higher TIAA Traditional rates by transferring funds from illiquid to liquid accounts.

Here's what you'll uncover:

1. Insider Insights: Greg dives straight into the topic, emphasizing that while this strategy can be done independently, its complexity may require expert guidance. He urges viewers to consult with TIAA before taking any action.

2. Mastering the Strategy: Discover how this unique strategy targets the high TIAA Traditional rates for new contributions.

3. Situational Specifics: Greg highlights that this strategy is tailored to specific scenarios. He stresses the importance of verifying whether your retirement plan permits such moves, underlining that this information is available through TIAA.

4. Crafting the Move: Unravel the intricacies of transferring funds from illiquid contracts (e.g., TIAA Traditional RA and RC) to a liquid RCP account. Greg unveils the impressive interest rate disparity that could be harnessed in this maneuver.

5. Turning the Clock: Understand how initiating a Transfer Payout Annuity (TPA) on both RA and RC accounts could be pivotal. Greg reveals how you can optimize these moves while still employed, potentially creating an advantageous liquidity position prior to retirement.

6. The Annual Reminder: Greg discusses the contract-to-contract form, a document that ensures the smooth continuation of the TPAs to the liquid account. He reveals the importance of submitting this form annually and explains the consequences of not doing so.

7. Flexibility and Adaptation: Greg illustrates how the strategy evolves. He outlines scenarios where adapting the strategy might be beneficial based on changing interest rates, ensuring you remain in the driver's seat of your financial future.

Remember, the information shared here is educational and not intended as investment advice. Your individual circumstances will influence the outcome of this strategy. The guidance of a qualified financial professional is recommended.
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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.