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Author: Lokicious Big gold star, 5000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 57  
Subject: Re: Buying Bonds: Brokerage option Date: 6/18/2007 3:18 PM
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Here's what I found out.

I don't know how many retirement plans have this option, but if yours does have a "Self Directed Brokerage Account" within the 403b, here's what I was told you have to do.

Step 1: Call TIAA-Cref Retirement 800 number and then talk to brokerage. Request a form to be mailed to set up self-directed brokerage account (and mail back).

Step 2: After they get the form processed, transfer money into brokerage account.

Step 3: Call retirement broker and purchase stuff.

Advice: figure out what you are looking for in advance. It is clear the selection of CDs and bonds is weak compared to Vanguard. I'm not interested in individual stocks, so I don't know.
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