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TIAA - 2 Strategies for You to Implement

TIAA - 2 Strategies for You to Implement #tiaa #tiaaa #tiaatraditional Looking to get more out of your TIAA accounts? In this video, Greg Shepard breaks down 2 smart strategies to help you optimize your TIAA accounts — especially if you have multiple TIAA contracts. 🔹 Strategy 1: Leverage your mandatory and supplemental accounts. Institutions offer higher TIAA Traditional rates in mandatory accounts. Greg explains how to position your investments to take advantage of that rate while keeping equity exposure in the right places. 🔹 Strategy 2: Move money between contracts — specifically from older RA contracts to newer RC contracts, where Traditional rates are often higher. Even a small boost in rates (like 0.25%) can add up over time — and Greg shows how this move can often be done directly online. 📌 Takeaway: Be your own advocate! If your supplemental account has limited investment options, ask your employer why. Greg encourages you to push for better choices and make sure your plan serves your best interests. =========================== 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.