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For Life's Changes
What to expect when you roll over
There are a few steps that everyone needs to take when moving money from one account to another - let us show you what to expect.
The steps to rolling over
* Available only through guaranteed annuity products in the Investment Solutions IRA and eligibility requirements apply. Guarantees are subject to the issuer’s claims-paying ability.
Rollovers and transfers may be subject to differences in features, costs, and surrender charges. Indirect transfers may be subject to taxation and penalties. Consult your tax advisor regarding your situation. Rollovers and transfers may also be subject to specific plan rules.
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 (TIAA) and College Retirement Equities Fund (CREF), New York, NY.