I saw another thread from a few months ago on withdrawing funds from TIAA Traditional and putting them back in at the current higher interest rate. What confuses me is that I am told by my WMA that I have to do a 10 year payout agreement during which the rate will likely decline. Why are others able to move money in and out? Is there a liquid version of the Traditional? I checked my contract and do not see anything in there about a Transfer Payout Agreement - I inherited this account and the original contract is from 1969. My WMA says I am required to do a TPA but she has been wrong in the past. I have asked for a new WMA since I recently moved out of state but thought I would check here to gather more info. Thanks in advance.
Statistics: Posted by noviceinvestor1979 — Sat Dec 16, 2023 6:48 am — Replies 4 — Views 187