Learn about IRA rollover rules, tax benefits, and how to roll over different types of workplace accounts like 403 (b) or 401 (k) to a TIAA IRA Account.

What is a rollover? A rollover transfers funds from one eligible retirement account to another, typically preserving the account’s tax-advantaged status. There are two types of rollovers: …

Find forms to withdraw or rollover funds from your TIAA accounts. Including Mutual Fund IRA, Retirement Annuity, Group Retirement Annuity, and more.

You can make this request if you currently have a TIAA Traditional Annuity and you want to change where the transfers are sent. You can transfer as a rollover or cash withdrawal.

What is a rollover IRA? An IRA rollover is the process of transferring funds from an employer-sponsored retirement plan, often a 401 (k) or 403 (b), into an IRA retirement account. You can …

Under the new rollover rules, unused 529 funds can be converted to a Roth IRA for the beneficiary—up to $7,000 annually and $35,000 lifetime—provided the account is at least 15 …

With an indirect rollover, you may receive a distribution from a tax-qualified plan, and then within 60 days of the distribution, you roll it over to an IRA. For an indirect rollover to your TIAA IRA, …

If you're rolling over money into an ERISA plan, TIAA requires acknowledgement that you're aware of the ERISA provisions of the plan and that any money rollover into the plan will be …

A rollover from your TIAA Traditional Account may not be available due to different plan rules, and separate forms may be required. If you wish to make a rollover from your TIAA Traditional …

Make account transactions and find the information you need to move money into your account (s).