Education
In this podcast, Greg Shepard, speaks about 2 real-life situations regarding clients of his that had unfortunate experiences with their TIAA Traditional account. You'll learn why you NEED to know the restrictions and parameters around your TIAA Traditional account before it's too late. Greg shares a story about a lady in higher ed that did a fantastic job saving for her retirement. Her only downfall - 100% of it was TIAA Traditional. Listen to why she cried in his office once he told her something that TIAA failed to tell her over the course of about 25 years - DON'T LET THIS BE YOU!!!