You are eligible for an Investment Solutions IRA if you meet any of the following criteria:
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.
1 An eligible family member is a spouse, domestic partner, parent, parent-in-law, step parent, sibling, step sibling, child, adopted child, or step child.
2 An eligible institution is an organization that meets our criteria to offer TIAA-CREF-funded retirement plans, regardless of whether TIAA-CREF currently administers their plan. Examples include nonprofit colleges and universities, public and private elementary and secondary schools, teaching hospitals, museums, libraries, and certain other nonprofit institutions. Government entities, including political subdivisions and instrumentalities of a local, state, or federal government are also eligible.
3 A retired employee is anyone with at least three years total tenure at any eligible institution, or, who worked for any eligible institution as a full-time employee while at least 55 years of age or older. (This definition of retiree is being used solely for the determination of eligibility for these contracts.)
TIAA-CREF Individual & Institutional Services, LLC, and its affiliates do not offer tax or legal advice services. Individuals should consult with a qualified independent tax advisor, CPA and/or attorney for specific advice based on the individual’s personal circumstances.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC , distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own
financial condition and contractual obligations.
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