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TIAA Traditional: How Does it Work?

  • Post author:Kevin McNab
  • Post published:February 8, 2019
  • Post category:Academic

TIAA Traditional was the original investment offered by TIAA when it was founded in 1918 as a retirement provider for teachers and professors.  While TIAA has evolved into an enormous…

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TIAA-CREF Social Choice Equity: A Hidden Gem

  • Post author:Kevin McNab
  • Post published:October 18, 2018
  • Post category:Academic

TIAA Has historically been a leader in Socially Responsible Investing. Even prior to the inception of CREF Social choice in March of 1990, TIAA was cognizant of the social decisions…

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CREF Global Equities: Not International

  • Post author:Kevin McNab
  • Post published:August 30, 2018
  • Post category:Academic

TIAA invented the variable annuity with the CREF Stock Account in 1952 – a revelation at the time.  For almost 40 years, TIAA offered only TIAA Traditional and CREF Stock.…

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Identity Crisis: A Fresh Look at TIAA

  • Post author:Kevin McNab
  • Post published:May 3, 2018
  • Post category:Academic

In the mid-eighties, Subway opened in my small hometown offering a fresh, healthy alternative to traditional fast food.  My friend and I would ride our bikes two miles, cross a…

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TIAA’s Secret: How to Earn a Higher Interest Rate in TIAA Traditional

  • Post author:Kevin McNab
  • Post published:October 18, 2017
  • Post category:Academic

Many investors remain complacent with their portfolios.  This can be due to many factors including restraints on time, knowledge, or a lack of available information.  Although I am not an…

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Choices! Choices!

  • Post author:Kevin McNab
  • Post published:August 15, 2017
  • Post category:Academic

There was a time not too long ago when professors and university employees had one choice for their retirement plan provider – TIAA-CREF.  Unlike the private sector, many university employees now…

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Enhanced Returns: Timing TIAA Real Estate

  • Post author:Kevin McNab
  • Post published:August 15, 2015
  • Post category:Academic

TIAA Real Estate is a unique account which provides direct ownership interest in commercial real estate.  It offers an asset class not widely available to individual investors.  The returns of…

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The Value of a TIAA Wealth Management Advisor

  • Post author:Kevin McNab
  • Post published:June 15, 2015
  • Post category:Academic

TIAA and Fidelity offer Wealth Management Advisors (WMAs) to university employees with $500,000 or more in investible assets with their company.  Wealth Management Advisors provide a very basic financial plan…

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Avoid Disaster With a Guaranteed Period

  • Post author:Kevin McNab
  • Post published:May 15, 2015
  • Post category:Academic

TIAA-CREF offers multiple income options heading into retirement.  These decisions include various options from rolling over an accumulation to an IRA to taking a lifetime annuity.  When looking at the…

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Big Changes in CREF: Higher Fees and More Decisions

  • Post author:Kevin McNab
  • Post published:February 11, 2015
  • Post category:Academic

TIAA-CREF recently announced a change to the expense structure of the CREF variable annuities.  Since the inception of CREF Stock in 1952, TIAA-CREF has had a single class low-cost structure…

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Financial Planning: It’s Academic

  • Post author:Kevin McNab
  • Post published:December 22, 2013
  • Post category:Academic

Financial Planning for employees who work at a university (or hospitals associated with a university) can be complex not only to the employees, but also to financial advisors not used…

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My University’s Contribution

  • Post author:Kevin McNab
  • Post published:December 21, 2013
  • Post category:Academic

University Contributions I have traveled to universities across the United States each with different contribution amounts. I have found college and university contributions can vary widely. The information below provides…

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