If you’re a TIAA participant, there’s a good chance you own TIAA Traditional—and it may be one of the most misunderstood “investments” in retirement plans.
In this episode, I’m breaking down TIAA Traditional, TIAA Real Estate and answering the biggest questions I hear from TIAA participants:
✅ Should I own TIAA Traditional?
✅ If so, how much should I keep there?
✅ Should I use the TIAA Real Estate Account?
✅ What should I do with TIAA Traditional after I retire?
✅ Bonus: How do I compare to other retirement savers?
We’ll talk about the real issue most people miss—liquidity and contract type—and how TIAA Traditional can be used as a bond alternative or even as a retirement income floor depending on your plan.
Resources mentioned:
Video, How to get money OUT of TIAA (contract breakdown)
Video, Retirement Savings Relative to Peers
Are you interested in working with me 1 on 1?
Or,visit my website
⛳ PFR Nation (Who This Is For)
If you're over 50, have saved seven figures (or multiple seven figures), love golf and travel, and you want to make work optional while minimizing taxes… welcome to the right place.
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What is your biggest TIAA question!?
This is for general education purposes only and should not be considered as tax, legal or investment advice.