* 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.
*TIAA-CREF managed account services provide discretionary investment management services for a fee. TIAA-CREF managed account services are offered through TIAA-CREF Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC , a registered investment adviser and broker-dealer, and the Private Asset Management offered by TIAA, FSB, a federal savings bank.
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* Brokerage services are provided by TIAA Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, Distributor. Member FINRA/SIPC. To learn more about our expense and fee policies, access the TIAA Brokerage Account Customer Agreement. Additional investment-related fees and expenses may apply. Certain securities may not be suitable for all investors.
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