Stay Smart® through your transition
The average person changes jobs 10 -15 times during his or her career. When your job situation changes, there is a lot to consider. Choose a path or simply give us a call at 855-728-8422.
Things to consider
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A TIAA financial consultant can help you understand your options and develop a strategy that may be right for you.
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1 Prior to rolling over, consider your other options. You may also be able to leave money in your current plan, withdraw cash or roll over the assets to your new employer’s plan if one is available and rollovers are permitted. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. Speak with a TIAA consultant and your tax advisor regarding your situation. Learn more.
This material is for informational or educational purposes only and does not constitute investment advice under ERISA. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.