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My father in law has been an employee for 50 Years at a
My father in law has been an employee for 50 Years at a university in philadelphia and has millions in his tiaa cref account. He has not retired yet and doesn't seem like he wants to. I have a couple … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
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Robin, I'm still looking to withdraw my retirement plan
Hi Robin, I'm still looking to withdraw my retirement plan funds from the US and into Portugal. They are with TIAA-CREF and Vanguard. My questions are 1) what is the easiest form to have these funds i… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,821 satisfied customers
My spouse is getting ready to withdraw benefits from a Tiaa
My spouse is getting ready to withdraw benefits from a Tiaa Cref retirement account from a former employer because he is 701/2. The employer was a private university. He insists that I must sign a spo… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,022 satisfied customers
TIAA-CREF processed my 2015 RMD on Dec. 31, but did not actually
TIAA-CREF processed my 2015 RMD on Dec. 31, but did not actually send me the money until Jan. 4, 2016, and therefore did not send me a 1099 for 2015. I have my TIAA-CREF annual report showing the proc… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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I have a 16,000 annual income. I want to cash in my
I have a 16,000 annual income. I want to cash in my Tiaa-cref account of about $8,000 but they will take out 20% tax and Md state tax. Will I get that back when I file my income tax back when I file i… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,022 satisfied customers
I was the recipient of a non-spousal inherited IRA w/TIAA-CREF.
I was the recipient of a non-spousal inherited IRA w/TIAA-CREF. I guess I didn't do my homework correctly because instead of transferring the IRA with the deceased name still associated with it, they … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,022 satisfied customers
can i send one hundred thousand dollars to my son working in
can i send one hundred thousand dollars to my son working in usa as gift with out attracting any federal tax? how to go about it He is working on H1 visa at Waltham ,Masachstetts ,.He had been sending… read more
Barbara
Barbara
Enrolled Agent, Paralegal
15,178 satisfied customers
I am preparing a 1040 form for my personal taxes for 2013.
I am preparing a 1040 form for my personal taxes for 2013. In 2013, I took out some money from a tiaa-cref account and I was only 58 years old. I believe that the tiaa-cref account was a 401 or 403 ty… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
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Dear Tax Professional, I have traditional IRA from a previous
Dear Tax Professional, I have traditional IRA from a previous employer at TIAA-CREF funded with pretax money. I now opened a traditional IRA with Fidelity which I fund with after tax dollars due to el… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,655 satisfied customers
I have a TIAA-CREF Traditional Lifetime Annuity. I am in
I have a TIAA-CREF Traditional Lifetime Annuity. I am in need of a lump sum of cash (not all), from this annuity. Can this be done? I just get the idea this may be difficult. Thanks… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,821 satisfied customers
I received pension contributions from my former employer while
I received pension contributions from my former employer while receiving long-term disability insurance benefits. These were reported to the IRS on a W-2 form under box #1) "wages, tips, other Comp". … read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
4,670 satisfied customers
I am the beneficiary of my husbands TIAA-CREF retirement acct
I am the beneficiary of my husband's TIAA-CREF retirement acct & entitled to a survivor's benefit of $35,000.00 (est.) I am 55 yrs. old & do not qualify for his reduced SS benefits til I turn 60. Basi… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
IM disabled,from an accident in 1997. In 2002, I was given
IM disabled,from an accident in 1997. In 2002, I was given a hundred and thirty thousand settlement. After paying off my house and other bills, I put twenty seven thousand in what I thought was a five… read more
Marvin,EA
Marvin,EA
Enrolled Agent
Bachelor's Degree
968 satisfied customers
We opened 529 plans under a custodial basis for two daughters
We opened 529 plans under a custodial basis for two daughters when they were both minors. The eldest is now 22 years old, graduated and has entered the real world with a job at J.P. Morgan Chase. When… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
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my friend died and left me a life insurance policy for ...
my friend died and left me a life insurance policy for one hundred thousand dollars with the understanding that I will give the money to his 24 year old son. how do I do this without having to pay the… read more
Merlo
Merlo
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I want to retire this year. I am a widow and would like to ...
I want to retire this year. I am a widow and would like to use my spouses retirement to paydown some bills. I can take this out in cash and they will tax me 10%. Since I am in the middle tax bracket a… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
TIAA CREF had my deceased fathers IRA in which I was ...
TIAA CREF had my deceased father''s IRA in which I was named the beneficiary. Every August since 2002 I received a form letter from TIAA CREF stating I needed to transfer my father''s IRA into my name… read more
Jon Andrews
Jon Andrews
CPA
1,498 satisfied customers
My husband passed away in May and he left $353,000 to his ...
My husband passed away in May and he left $353,000 to his daughter which was in TIAA CREF High Yield Bond Fund - and she got 2/3 of the acct. and I received the rest which about $170,000. What would b… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
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