Navigating TIAA RMD Complexities: GSRA vs. RA Contracts скачать в хорошем качестве

Navigating TIAA RMD Complexities: GSRA vs. RA Contracts

Navigating TIAA RMD Complexities: GSRA vs. RA Contracts #tiaatraditional #tiaaa #tiaa Today, we're tackling a scenario that involves Required Minimum Distributions (RMDs) and the differences between GSRA and RA contracts. In this video, I discuss the challenges of liquidating traditional funds from a GSRA and RA account after initiating RMDs. I walk through the strategies you might consider, including discontinuing RMDs on traditional funds, initiating a 10-year TPA to make the funds liquid, and the possibility of rolling over to an IRA. We’ll also touch on the pros and cons of transferring non-Traditional funds and how to evaluate the break-even point when choosing between a 10-year TPA and a Lifetime Income Annuity option. This real-life case study is complex, but it’s something that many of you might face as you plan for retirement. If you find yourself lost in the weeds of TIAA strategies, don’t hesitate to reach out—I’m here to help! =========================== Make sure to connect w/ us ➡ https://tiaasimplified.com 🔔 Make sure to subscribe here to get notifications of future videos @TIAAsimplified 📆 Jump on my calendar to see how we can simplify your TIAA life.... https://calendly.com/greg-safinancial... 🎤 Explore the Podcast    • TIAA Simplified Podcast   email: [email protected] 913-521-2381 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.