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Michael Ma | Professor Retirement
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I'm Michael Ma, a wealth advisor with nearly 20 years of experience helping professors, university administrators, and physicians plan for retirement.
Growing up, I watched my parents pursue financial security through disciplined retirement saving — and that inspired me to dedicate my career to helping others do the same. After 19 years as a Senior Wealth Management Advisor at TIAA, I co-founded Emeritus Wealth Management in Philadelphia.
On this channel I share in-depth conversations and behind-the-scenes insights on retirement planning, annuities, Social Security timing, and financial planning for academics and physicians.
Serving clients in greater Philadelphia and nationwide virtually.
Schedule a free consultation at www.emerituswm.com or call 267-322-2540.
Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Emeritus Wealth Advisors. Emeritus Wealth Management has no affiliation with TIAA

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6:03

University Buyout or Early Retirement Package? How to Evaluate the Offer

Michael Ma | Professor Retirement

Shared 5 days ago

129 views

8:23

Retiring From a University on June 30? 5 Financial Planning Moves to Make First

Michael Ma | Professor Retirement

Shared 1 week ago

133 views

6:22

Can a University Professor Retire With $1 Million? TIAA Retirement Explained

Michael Ma | Professor Retirement

Shared 2 weeks ago

115 views

5:41

TIAA GRA Contracts: Transfer Payout Annuity vs. 5-Year Fixed Period Annuity

Michael Ma | Professor Retirement

Shared 3 weeks ago

89 views

7:00

TIAA Traditional Isn't All the Same: GSRA, SRA & RCP Explained

Michael Ma | Professor Retirement

Shared 1 month ago

238 views

6:00

TIAA Traditional: The Hidden 5-Year Income Strategy Explained

Michael Ma | Professor Retirement

Shared 1 month ago

176 views

5:01

Does Your TIAA Transfer Payout Annuity Count Toward Your Required Minimum Distribution (RMD)?

Michael Ma | Professor Retirement

Shared 1 month ago

83 views

5:08

Why Everyone with TIAA Traditional Should Request an Annuity Illustration Before Retiring

Michael Ma | Professor Retirement

Shared 1 month ago

556 views

5:36

TIAA Traditional TPA Explained: It's Not Just 10 Payments Over 9 Years

Michael Ma | Professor Retirement

Shared 1 month ago

218 views

4:40

TIAA Lifetime Annuity vs. Systematic Withdrawals: Which Retirement Income Strategy Is Right for You?

Michael Ma | Professor Retirement

Shared 2 months ago

133 views

5:43

403(b) vs 457(b): How University & Hospital Employees Can Double Their Retirement Savings

Michael Ma | Professor Retirement

Shared 2 months ago

62 views

6:12

TIAA and Taxes: What You Need to Know About Distributions, RMDs, and Roth Conversions

Michael Ma | Professor Retirement

Shared 2 months ago

90 views

6:30

What Happens to Your TIAA Account When You Die? (What Your Family Needs to Know)

Michael Ma | Professor Retirement

Shared 2 months ago

43 views

7:02

Should You Roll Your TIAA Accounts Into an IRA? Pros, Cons & a Strategy Most People Miss

Michael Ma | Professor Retirement

Shared 3 months ago

215 views

6:16

TIAA Beneficiary Designations: What Every Faculty Member & Physician Needs to Know

Michael Ma | Professor Retirement

Shared 3 months ago

69 views

8:37

TIAA Traditional Explained: How to Actually Access Your Money (By Contract Type)

Michael Ma | Professor Retirement

Shared 3 months ago

954 views

5:11

What Is the Actual Paperwork to Take Money Out of TIAA? (Step-by-Step Process)

Michael Ma | Professor Retirement

Shared 3 months ago

164 views

5:24

2026 Charitable Donation Rules: What Every Donor Needs to Know Now

Michael Ma | Professor Retirement

Shared 4 months ago

11 views

4:57

TIAA Traditional Loyalty Bonus - What University Employees & Healthcare Professionals Need to Know

Michael Ma | Professor Retirement

Shared 4 months ago

67 views