TIAA-CREF has rollover solutions to help you make the most of your retirement planning. While all of our IRAs offer a broad range of investment choices, there are some distinct differences between them. Review the various options below to determine which TIAA-CREF IRA is right for you.
| Minimum |
|Investment Style||Guaranteed Retirement Income||Eligibility Restriction||Choose If...|
|Investment Solutions IRA||$0||Self-Directed||Yes|| Yes** |
| You value access to exclusive TIAA-CREF funds with the potential to create guaranteed income1 when you retire. |
|Brokerage Services IRA||$0||Self-Directed||No||No|| You're comfortable managing your own investments and you want more investment choices for your account. |
|Portfolio Advisor IRA||$50,000||Unique Professional Management||No|| No || You want professional help and a portfolio tailored to your goals and what’s important to you. |
*Prior to rolling over, consider your other options. You may be able to leave money in your current plan, withdraw cash or rollover the assets to your new employer’s plan if one is available and rollovers are permitted. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. Speak with a TIAA-CREF Consultant and your tax advisor regarding your situation. Learn more now.
**Some TIAA-CREF products and services, like the Investment Solutions IRA, are only available to employees and retirees (and their family members) of nonprofit colleges and universities, public and private nonprofit elementary and secondary schools, teaching hospitals, museums, libraries and other nonprofit institutions. Learn more.
1 Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability.
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.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, 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.