Read the TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition Opens pdf . Its California Certificate of Authority number is 6992. TIAA-CREF Life Insurance Company is domiciled in New York, NY, with its principal place of business in New York, NY. Its California Certificate of Authority number is 3092. Teachers Insurance and Annuity Association of America is domiciled in New York, NY, with its principal place of business in New York, NY. Each is solely responsible for its own financial condition and contractual obligations. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. SIPC only protects customers' securities and cash held in brokerage accounts. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA Opens in a new window and SIPC Opens in a new window , distributes securities products. Please consult your tax or legal advisor to address your specific circumstances. The TIAA group of companies does not provide legal or tax advice. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.Ĭonsumer and commercial deposit and lending products and services are provided by TIAA Bank®, a division of TIAA, FSB. Speak with a TIAA Consultant and your tax advisor regarding your situation. The first step is to get an estimate of how much you will need to retire securely. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. 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. Prior to rolling over, consider your other options. See information contained within the above tools and calculators for assumptions, approach and methodology. Investment decisions should be made based on the investor's own objectives and circumstances. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. To help determine how much retirement income you may need from personal savings to supplement your pension and Social Security benefits, use this calculator. This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommenation under all securities laws, or an insurance product recommendation under state insurance laws or regulations.
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