Get More Out of the Sleeping Giant

Filbrandt 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.

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Volume 17, Issue 2

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