TIAA Strategy - How to Increase Traditional Rate for Sub-Par Vintage Buckets скачать в хорошем качестве

TIAA Strategy - How to Increase Traditional Rate for Sub-Par Vintage Buckets

Strategy - How to Increase Traditional Rate for Sub-Par Vintage Buckets #tiaatraditional #tiaa #tiaaa In this video, Greg Shepard dives into a specialized strategy designed to help boost the interest on TIAA Traditional accounts, specifically for those holding older contracts with sub-4% returns. If you're looking to maximize the conservative portion of your portfolio, this could be a game-changing approach for you. Greg walks through a real-life case study of a 61-year-old client who is TPA'ing funds from TIAA's RA and GRA accounts into a Rollover IRA, and simultaneously reallocating non-TIAA Traditional funds back into existing TIAA Traditional contracts to lock in higher rates of 5% and above (August 2024). This strategy is particularly effective if you're planning for future liquidity needs and want to optimize your TIAA holdings without compromising on your overall portfolio balance. If you're in a similar situation and want to explore whether this strategy could work for you, reach out to Greg or consult with TIAA directly. Don’t let outdated returns drag down your financial potential! =========================== 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.... (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.