Greg Shepard – S&A Financial Services, Inc.

TIAA Traditional (fixed account) has been the most confusing investment in higher ed retirement plans in my 20+ yr tenure specializing in higher ed retirement plans.

Join financial advisor Greg Shepard as he provides valuable insights into TIAA Traditional for higher education retirement plans.

In this recorded webinar, Greg shares his expertise gained over 20 years of experience, covering essential topics such as current rates, liquidity issues, lifetime income annuity options, and more. Gain valuable knowledge and make informed decisions about your retirement plan.

Remember though, there is no “one-size-fits-all” strategy and I encourage you to talk to a financial advisor that specializes in this area prior to initiating any strategy discussed.

🎤 Podcast Episode – Why I’m a Hypocrite on TIAA Traditional

🎤 Podcast Episode – TIAA Traditional Lifetime Income Annuity Option – RC Contract

email: greg@shepardfinancial.com

📆 Jump on my calendar to see how we can improve your higher ed retirement plan

*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….(read more)

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TIAA Traditional – Financial Advisors Perspective {Webinar Recording}

In the fast-paced world of finance, it is essential for financial advisors to stay up to date with the latest investment options available to their clients. One such option is TIAA Traditional, a fixed annuity offered by TIAA.

To provide financial advisors with insight and understanding of this investment product, TIAA recently hosted a webinar titled “TIAA Traditional – Financial Advisors Perspective”, making the webinar recording available for those who were unable to attend. This article aims to highlight the key points discussed during the webinar, providing a valuable resource for financial advisors and investors alike.

The webinar began by diving into the basics of TIAA Traditional. It was explained that TIAA Traditional is a unique type of fixed annuity that offers guaranteed interest rates and income throughout the life of the investment. This means that investors can rest assured that their money is not subject to the volatility of the market.

One of the main advantages of TIAA Traditional discussed during the webinar was its stability and long-term performance. With a track record of over 100 years, TIAA Traditional has consistently provided competitive returns to its investors, making it a reliable option for those seeking a low-risk investment vehicle.

The webinar also touched upon the various features and benefits of TIAA Traditional, which include the ability to customize investment terms and access to funds through various payout options. Additionally, participants learned about the flexibility of TIAA Traditional, as it can be integrated with other retirement savings plans, such as 401(k)s or IRAs.

From a financial advisor’s perspective, the webinar was especially valuable, as it delved into the potential challenges they may face when recommending TIAA Traditional to clients. The webinar speakers provided tips on how to address these challenges, emphasizing the importance of educating clients about the ins and outs of fixed annuities and how they fit within their overall investment strategy.

Furthermore, the webinar recording explored the potential risks associated with TIAA Traditional, as no investment is completely without risk. However, it was made clear that due to TIAA’s strong financial performance and stability, the risk involved with TIAA Traditional is relatively low in comparison to other investment options.

Overall, the TIAA Traditional – Financial Advisors Perspective webinar recording provided an informative and comprehensive overview of this fixed annuity option. By exploring its features, benefits, historical performance, and potential risks, financial advisors gained valuable insights into how TIAA Traditional can be a suitable investment vehicle for their clients.

Any financial advisor or investor interested in learning more about TIAA Traditional can access the webinar recording on TIAA’s official website. The recording serves as a useful resource to gain a deeper understanding of how this investment product works and how it can potentially benefit investors during their retirement planning journey.

In conclusion, staying informed about the latest investment options is crucial for financial advisors. The TIAA Traditional – Financial Advisors Perspective webinar recording offers a great opportunity for financial advisors to enhance their knowledge of this fixed annuity and make well-informed recommendations to their clients. By understanding the features, benefits, and risks associated with TIAA Traditional, financial advisors can guide their clients towards a secure and stable retirement plan.