TIAA-CREF mailed me check - how do I roll this over into a Vanguard IRA? - KamilTaylan.blog
13 June 2022 15:00

TIAA-CREF mailed me check — how do I roll this over into a Vanguard IRA?

How do I roll from TIAA to Vanguard?

Log into your account at TIAA.org or call us at 800-842-2252. A transfer from your TIAA Traditional account may not be available. If you want to make a transfer from your TIAA Traditional account, please call us at 800-842-2252.

Can I roll my TIAA-CREF into an IRA?

You can maintain access to your old funds, too, if you so choose. From there, contact TIAA-CREF to do a direct transfer of funds to your new IRA. “Direct” is key, as it will ensure your funds hold their tax-exempt status. This video from TIAA-CREF explains how to roll over funds to an IRA.

Can I rollover my TIAA-CREF 403b to an IRA?

Make life easier by rolling your retirement 401(k), 403(b) and IRA accounts into a single IRA. Having a simplified view makes it easier to track and meet your retirement goals. The TIAA IRA has no fees and comes with a variety of investment options—plus advice and support at no cost.

Why did TIAA send me a check?

If you have after-tax contributions and the plan receiving your direct rollover can’t accept them, we’ll send you a check for that amount to your mailing address on file. Do not include in my rollover. TIAA will send you a check.

How does TIAA compare to Vanguard?

According to InvestmentNews, Vanguard equity funds have an average expense ratio of 0.18 percent, which is 82 percent below the industry average. TIAA’s expense ratios range from 1.34 percent, to merely 0.05 percent on the lowest fee funds.