3 Replies Latest reply on Mar 2, 2015 12:56 PM by BoBraxton

    One account approaching empty

    Dwight Beecher

      Given:  It is probably typical that we have more than one account with TIAA-CREF and eventually one or more become empty.

       

      Find:  Is it your experience that when one account runs out, funds are automatically withdrawn from other accounts?  Or do we need to be proactive in suggesting or approving how a withdrawal pattern is changed.

       

      Comment:  I realize that my TIAA-CREF advisor could answer this quickly, but I hate to bother him which such a small question with a high probability of an obvious answer.  It would sufficient for me to discover that, in your experience, TIAA-CREF has had a system in place for accounts which become empty, and that they have contacted you if and when they needed your input.

       

      Thanks in advance.

       

      Dwight Beery