TIAA Traditional 2/3 Joint Annuity Option Explained скачать в хорошем качестве

TIAA Traditional 2/3 Joint Annuity Option Explained

Greg Shepard - S&A Financial Services, Inc. #tiaa #tiaatraditional Hey there, folks! Greg Shepard here with a crucial video on the 2/3 joint annuity option in TIAA Traditional. I'm here to simplify the process for you. If you're considering this option or need TIAA guidance, reach out below. In the retirement income illustrator, you'll see options like the whole, 3/4, half, and 2/3 amounts. Surprisingly, the 2/3 payment is higher with a better rate. This stems from misinterpreting terms. If you pass away, your spouse gets 2/3 for life. If your spouse predeceases you, you get it. It's vital to grasp this before deciding. While the 2/3 option may make sense, always double-check with TIAA or a specialist. Before committing, ensure you're informed. Thanks for tuning in! Greg Shepard, S&A Financial Services, wishing you a fantastic day. Take care! =========================== Get Started Today ➡ https://www.safinancialservices.com/ 🔔 Make sure to subscribe here to get notifications of future videos @TIAAsimplified Make sure to connect w/ us ➡ https://tiaasimplified.com 📆 Jump on my calendar to see how we can simplify your TIAA life.... (copy & paste) 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.