TIAA-CREF Brokerage Services IRA


If investment choice is important to you, a TIAA-CREF Brokerage IRA can expand your options to include a virtually unlimited array of investments, giving you access to:

  • Stocks on every major U.S. exchange
  • Bonds, including U.S. Treasury and federal agency bonds
  • Thousands of mutual funds from some of the nation’s best-known fund families, many of which are no-load and have no transaction fees1
  • ETFs, CDs and more

TIAA-CREF Mutual Funds: Simplicity, Choice and Value

A Brokerage Services IRA gives you access to the full lineup of TIAA-CREF retail class mutual funds, which includes:

  • Funds across nearly every asset class
  • Quality – Over a five-year period, 89% of our funds are ranked 3 stars or higher by Morningstar (56% three star, 22% four star and 11% 5 star).5

A TIAA-CREF Brokerage IRA is also an excellent choice if you don’t meet the eligibility requirements2 for an Investment Solutions IRA but still want TIAA-CREF fund management expertise.

Rolling over your retirement assets to a Brokerage IRA also gives you access to powerful tools and resources, including:

  • Fund Screener powered by Morningstar®
  • S&P Equity research
  • Thomson Financial research
  • Real-time quotes
  • Dow Jones business news

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1 Other fees and expenses do apply to a continued investment in the funds and are described in the fund's current prospectus.

2 Some TIAA-CREF products and services, like the Investment Solutions IRA, are only available to employees and retirees (and their spouses) of nonprofit colleges and universities, public and private nonprofit elementary and secondary schools, teaching hospitals, museums, libraries and other nonprofit institutions. Learn more.

3 Fees for online equity trades reflect a lower fee based on a household asset balance of $500,000 held in Brokerage Services. Contact a TIAA-CREF Brokerage Consultant regarding householding eligibility.

4 As with all mutual funds, the principal value of a Lifecycle Fund isn’t guaranteed. Also, please note that the target date of the Lifecycle Fund is an approximate date when investors may plan to begin withdrawing from the fund. Approximately seven to ten years after a Lifecycle Fund’s target date, the fund may merge into the Lifecycle Retirement Income Fund or a similar fund.

5 Based on Morningstar data for funds that have completed one calendar year of performance. Morningstar is an independent service that rates mutual funds and variable annuities. The top 10% of accounts in an investment category receive five stars, the next 22.5% receive four stars, and the next 35% receive three stars. Morningstar proprietary ratings reflect historical risk-adjusted performance and can change every month. They are calculated from the account’s three-, five-, and ten-year average annual returns in excess of 90-day Treasury bill returns with appropriate fee adjustments, and a risk factor that reflects subaccount performance below 90-day T-bill returns. The overall star ratings are Morningstar’s published ratings, which are weighted averages of its three-, five-, and ten-year ratings for periods ended September 30, 2011. Current rankings may be higher or lower on a monthly basis.

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© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017