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There is no account fee to own a TIAA IRA; however, brokerage transaction fees may apply. In addition, investors are subject to the underlying funds portfolio management fees and expenses. Financial consultants provide advice and education using an advice methodology from an independent third party.
Contributions: You contribute money thats already been taxed (as opposed to a traditional IRA where you put in pre-tax money), so your contributions and earnings in a Roth IRA grow tax-free. Withdrawals: You can withdraw your contributions (money youve put into your IRA) at any time, tax-free.
While a traditional IRA is advantageous for its immediate tax break for contributions, a Roth IRAs tax benefits come in the future with tax-free withdrawals. If you cant decide, many financial advisors suggest either splitting the difference or going with a Roth IRA, especially if youre far from retirement age.
Make this request within 60 days of your distribution to roll over your qualified retirement funds. This request can be used to convert TIAA annuities, mutual funds, and self-directed brokerage assets into your TIAA Roth IRA. Be sure to consult your tax advisor to understand tax implications. Deposit funds.
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