Reply To: Effect of transferring TIAA IRA originating from 403(b) to different custodian

Home Fairmark Forum Retirement Savings and Benefits Effect of transferring TIAA IRA originating from 403(b) to different custodian Reply To: Effect of transferring TIAA IRA originating from 403(b) to different custodian

#23558
Alan S.
Participant

I have no idea, and no familiarity with TIAA, other than knowing they have their own proprietary rules and names for account types. But I think there is a good chance that a transfer out of TIAA would disqualify the funds for an “investment solutions account”. TIAA could probably give you an answer now, but would it be honored 3 years later? Is another bond mutual fund in today’s bond market worth taking the chance?