Avoid This HUGE Mistake with TIAA Traditional скачать в хорошем качестве

Avoid This HUGE Mistake with TIAA Traditional

Greg Shepard - S&A Financial Services, Inc. #tiaatraditional #tiaaa #tiaa Greg Shepard, your trusted expert at S&A Financial Services, unveils a crucial warning in this essential video for anyone navigating higher education retirement plans, particularly involving TIAA accounts. In this impactful presentation, Greg addresses a common mistake observed in retirement planning, focusing on TIAA Traditional. He stresses the need to grasp the intricacies before making any account adjustments. Key Insights: Real-Life Scenario: Greg illustrates a costly error made by an informed individual who transferred funds into TIAA Traditional, aiming to capitalize on a high rate. However, this move resulted in unexpected illiquidity. Liquidity Concerns: The video underscores the liquidity challenge within TIAA Traditional, particularly with significant investments. Greg emphasizes understanding these aspects fully. Options After Mistake: Greg outlines post-error options, including a Transfer Payout Annuity (TPA) or accepting a 2.5% penalty for enhanced liquidity, within the context of a Group Retirement Annuity (GRA) exceeding $5,000. PSA for Higher Ed Professionals: Greg's PSA urges thorough research before engaging with TIAA Traditional, advocating contacting TIAA or himself for clarity on liquidity implications. Avoid pitfalls in your retirement plan. Watch this video, heed the warning, and make informed choices about your TIAA accounts. Greg Shepard wishes you a secure retirement journey. Don't miss out – watch now! =========================== 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.