Tagged With: TIAA-CREF

Can you do a partial rollover of a retirement plan?

So I made the decision to rollover my retirement account from TIAA(-CREF) to an IRA. I had done a transfer of a Roth IRA from Scottrade recently, and the process was seamless. I had also, a few years before, converted a 401(k) I had with Vanguard into a Traditional IRA. The decision to rollover my 403(b) … Continue reading »

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How to know when it’s time to rollover your old retirement plan

A little over a decade ago, I had a job with a university. I participated in their retirement plan, a 403(b) plan with TIAA-CREF (now TIAA). I still have this account. As I moved to a different job, I started a retirement plan there, but my TIAA retirement account stayed put, which was intentional. Chances … Continue reading »

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Is it possible to be an ethical investor?

  “Vote with your wallet.” “Put your money where your mouth is.” Where we spend our money matters. I’m assuming that there are certain companies that do not align with your personal ethical code, so you would not want to support them financially. I can think of quite a few companies that I would not … Continue reading »

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