Setting up a trust can help you manage your assets. Learn about different types of trusts, and find out which trust will help you meet your financial goals.

Trusts are legal contracts that allow you to transfer your assets, before or after death, to an account to be managed by yourself (if you are still living) or others. Importantly, assets held in trust do not need to go through probate court—allowing your beneficiaries to access their inheritances more easily and quickly.

TIAA Trust, N.A. provides investment management, custody and trust services for a fee. Have a TIAA Trust account with TIAA and need to find forms to fill out? Search our Trust forms library and upload your completed forms here.

TIAA’s mission is to deliver financially secure retirement to those that have entrusted their assets to be managed by our firm.

2024年2月4日 · Navigate the complexities of securing your retirement savings by transferring your TIAA-CREF 401(k) into a trust. Our step-by-step guide makes this process simple, ensuring your financial stability for years to come.

What is a Collective Investment Trust (CIT)? Collective Investment Trusts (CITs) are pooled retirement investment vehicles that are available only to qualified retirement plans, such as 401 (k) defined contribution plans and governmental plans.

2023年8月1日 · TIAA Trust is a core component of TIAA’s wealth management business, which complements TIAA’s retirement organization and mission. TIAA continues to own a non-controlling stake in EverBank. TIAA and its asset manager Nuveen will continue to have ongoing business relationships with EverBank.

Learn about your plan, set up your account online and start saving for retirement right now. Since 1918, we’ve championed a singular belief: A secure retirement should be available to everyone. Today, we’re fighting harder than ever to ensure all people can live a better life beyond work.

Manage your money with secure online access. New to TIAA? Enrolling is the first step to saving for your future. Want to talk first? Call us at 800-842-2252 or find the nearest TIAA office.

At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided pensions, insurance, and investment services, empowering millions of people— in...