Get More Out of the Sleeping Giant

Filbrandt & Company Reports
Volume 17, Issue 2

Report Summary:

  • TIAA Traditional allows for preservation of principal.
  • Six unique benefits of investing in TIAA Traditional.
  • For estate planning purposes, at the death of the account owner, the TIAA Traditional account can be paid in one lump sum to the  beneficiary free of probate expense.
  • TIAA Traditional account interest compounds income-tax deferred. This is an advantage over personally held savings accounts and certificates of deposit, where interest paid is subject to ordinary income tax.

Submit this form once for unlimited access to our Filbrandt Report Library.

Volume 17, Issue 2

Instantly download a PDF of this report.

Receive future reports directly to your inbox.

Want to learn more? Let's schedule a time to talk.

email@filbrandtco.com 800.431.9740 ShareURL Copied!