TIAA Traditional: Should I Contact TIAA to Reallocate? скачать в хорошем качестве

TIAA Traditional: Should I Contact TIAA to Reallocate?

I'm Worried About Market Volatility. Should I Reallocate My Portfolio? #tiaa #tiaaa #tiaatraditional Market volatility got you worried? Before you call TIAA or use their online reallocation tool, watch this video! Greg Shepard explains why many investors unknowingly end up with illiquid TIAA Traditional contracts—and why that could be a problem. 🔹 Key Takeaways: ✔️ TIAA’s reallocation tool & phone reps may shift your funds into illiquid TIAA Traditional without you realizing it. ✔️ Once in an illiquid contract, your options to withdraw or move funds may be limited—think Transfer Payout Annuities (TPAs) or lifetime income conversions. ✔️ Before reallocating, ask questions about where your money is going and what liquidity options you’ll have in the future. 💡 Bottom Line: Be aware of what you're signing up for! Market swings can be unsettling, but knee-jerk reactions can lead to irreversible decisions. Take a deep breath and make informed moves. 📌 Need help navigating your TIAA accounts? Reach out—my contact info is below. =========================== 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.