16 min
TIAA Traditional Liquidation Options TIAA Simplified for HigherEd
-
- Education
(Formally HigherEd Retire Podcast)
Tune in to the latest episode of the HigherEd Retire Podcast, where we delve into the intersection of Required Minimum Distributions (RMDs) and TIAA Traditional investments. Specifically, I explore how the RMD age impacts individuals who have chosen the 5-year fixed option after separating from service.
Join me as we break down the implications and considerations for post-service investors. Understand the significance of RMD age in managing your TIAA Traditional investments effectively.
Gain valuable insights into navigating RMDs and optimizing your retirement strategy with TIAA Traditional. Don't miss out on this essential discussion tailored to higher education retirees. Tune in now for actionable advice and expert guidance!
YouTube Channel
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
Website:
www.safinancialservices.com
email: greg@shepardfinancial.com
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.
(Formally HigherEd Retire Podcast)
Tune in to the latest episode of the HigherEd Retire Podcast, where we delve into the intersection of Required Minimum Distributions (RMDs) and TIAA Traditional investments. Specifically, I explore how the RMD age impacts individuals who have chosen the 5-year fixed option after separating from service.
Join me as we break down the implications and considerations for post-service investors. Understand the significance of RMD age in managing your TIAA Traditional investments effectively.
Gain valuable insights into navigating RMDs and optimizing your retirement strategy with TIAA Traditional. Don't miss out on this essential discussion tailored to higher education retirees. Tune in now for actionable advice and expert guidance!
YouTube Channel
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
Website:
www.safinancialservices.com
email: greg@shepardfinancial.com
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.
16 min