How you save now can impact tomorrow's retirement income. Know your optionsOpens pdf
Simplify your retirement with an IRA rollover
Rolling your existing workplace and IRA accounts into a single IRA can make it easier to track and pursue your retirement goals.
See below for important information about rollover options.
Saving for the future shouldn't feel like work
Get moving toward your goals with an IRA rollover.
Eliminate overlapping costs and pay no annual account fee with TIAA1
Transfer any amount and benefit from no-fee and low-fee investment options
Invest on your own and get advice at no additional cost,2 or let us do the investing for you
Get TIAA's exclusive IRA option of guaranteed income for life3
Ready to roll? The process is simple.
If you're ready to move on your IRA rollover, we're ready to help. Keep in mind, there are no costs to roll over and no account fees with TIAA.1
Choose an account
You can choose to open a new Roth or traditional IRA, or you can roll into an existing IRA.
Fund your IRA
Move money from previous retirement accounts to fund your IRA, either by direct transfer or check.
Review investment choices and choose the ones that are right for you.
Know your options
How you save now can significantly impact tomorrow's retirement income.4
Roll over to a TIAA IRA today
Consolidate your accounts, and add more clarity to your retirement picture.
1There is no account fee to own a TIAA IRA; however, brokerage transaction fees may apply. In addition, investors are subject to the underlying funds’ portfolio management fees and expenses.
2Financial consultants provide advice and education using an advice methodology from an independent third-party.
3Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability.
4Prior 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 moreLearn more about know your options Opens pdf .
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. 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.
TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC.
Annuity contracts may contain terms for keeping them in force. We can provide you with costs and complete details.
TIAA Traditional is a fixed annuity product issued through these contracts by Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY, 10017: Form series including but not limited to: 1000.24; G-1000.4; IGRS-01-84-ACC; IGRSP-01-84-ACC; 6008.8. Not all contracts are available in all states or currently issued.