Blog
HigherEd Retire Blog consists of short posts specifically to help those in higher education simplify and strategize around their confusing retirement plans, often with an emphasis on TIAA accounts. Blog author, Greg Shepard, has specialized in helping those in higher education navigate those often-times-confusing retirement plans.
Navigating TIAA Retirement Plans: Real-Life Case Scenario
Recently retired, a client faced TIAA complexities, seeking help for a clear retirement plan. Options induced confusion, a familiar tale for those nearing or newly in retirement. This story might resonate with many of you who are retiring.
Read MoreDemystifying TIAA's Revenue Service Credits: A Boon for Higher Ed Retirees
have you received your 2023 TIAA year-end statement and noticed those mysterious "Revenue Service Credits"? These credits can be a welcoming surprise. This blog post dives into the details of these mysterious credits.
Read MoreTIAA Strategy-Age Discrepancy Between Spouses
In a recent scenario, we encountered a participant on verge of retirement, holding $700,000+ in TIAA Traditional within illiquid contract. The catch? His spouse was nine years younger, setting the stage for a unique approach to address liqu
Read MoreMaximizing Your HigherEd Retirement Plans: Strategies for In-Service Transfers with TIAA Accounts
Greg Shepard from S&A Financial Services, your go-to resource for optimizing higher education retirement plans. Today's topic is In-Service Transfers, a powerful strategy that could make a significant impact on your financial future.
Read MoreNavigating the December RMD Season: Avoiding Crucial Mistakes in Your TIAA Accounts
Greg Shepard here from S&A Financial Services. In this crucial December update, I'm shedding light on a significant RMD (Required Minimum Distribution) mistake you absolutely need to avoid, especially if you're dealing with TIAA accounts.
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TIAA Traditional - This Mistake is Becoming too Common
In this blog post, Greg addresses a consistent mistake he's observed in higher ed retirement plans with TIAA Traditional. He emphasizes the importance of understanding the nuances before making any moves within TIAA Traditional.
Read MoreTIAA Traditional Liquidity Options
In today's HigherEd Retire Blog, Greg Shepard, an independent advisor specializing in higher ed retirement plans, discusses liquidity options with TIAA Traditional inside various contracts.
Read MoreTIAA - When Lifetime Income Annuity Option May Make Sense
Greetings educators! Greg Shepard here from S&A Financial Services, your guide through the intricate landscape of higher education retirement plans, especially those under the umbrella of TIAA. Today, I want to delve into a critical...
Read MoreTIAA Traditional: Shedding Light on it's Inception and Intended Purpose
Hello, HigherEd retirees, and welcome back to the HigherEd Retire Blog, your dedicated source for unraveling the complexities of higher education retirement plans, with a special emphasis on TIAA accounts. Today, we're delving into the...
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