Education Professionals

Since the 1990s, we have been "educating the educators," specifically focusing on their TIAA Retirement Plans. Our expertise and knowledge in this niche, including previously working directly for TIAA-CREF, can be extremely helpful in planning for your retirement.

Some of the many questions we have helped our clients answer:

  • How do I withdraw my money from the TIAA Fixed Annuity when I retire? What are the options?
  • When I'm ready, how do I cut through the bureaucracy of Social Security, Health Care costs, Medicare, New Jersey State forms, my institution's forms, etc?
  • How do I accumulate wealth using my TIAA plan?
  • How much should I be contributing to my TIAA plan on a voluntary basis?
  • What is unique about the TIAA system, its funds, its annuities, its death benefits?
  • When I turn 72 and must begin taking Required Minimum Distributions from my retirement plan, what should I know and what should I do?
  • What are the fees in my TIAA accounts? How much am I paying for this program?
  • How do I transfer my retirement funds tax efficiently within my estate plan?
  • How do I know whether I'm allocated appropriately between my TIAA and CREF funds?
  • How might I complement my TIAA retirement assets with non-retirement assets?
  • Should I be looking into a Roth IRA as a supplement to my TIAA plan?
  • Does TIAA manage my money? Is there a management fee option to actively invest my funds?

The professionals with Red Oak Consultants are not affiliated with, or endorsed by TIAA. TIAA, Red Oak Consultants and LPL Financial are separate entities.

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