Author Topic: TIAA-CREF After Tax Annuity - Intelligent Variable Annuity  (Read 108 times)

FIRE 20/20

  • Bristles
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TIAA-CREF After Tax Annuity - Intelligent Variable Annuity
« on: March 12, 2020, 02:28:33 PM »
A friend recently asked me for some investment advice, and one thing I wasn't able to comment on was her TIAA-CREF After Tax Annuity - Intelligent Variable Annuity.  Does anyone know about these instruments?  I saw that it contained 15 (!) different funds, some of which had high expense ratios.  I can help with the fund selection, although she's working with a TIAA-CREF advisor so I doubt she'll actually make any changes. 

Does anyone know about this particular investment vehicle?  Is it possible to get out of it?  I know some annuities lock you in, and if that's the case then I'd just like to help minimize the damage.  If she can get out, should she?