TIAA Traditional: Which Contracts do I Annuitize First? (Ep. 8)
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TIAA Traditional: Which Contracts do I Annuitize First? (Ep. 8)
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About this listen
If you’ve ever wondered whether you’re making the most of your TIAA Traditional account, this episode is a must-listen. Greg Shepard breaks down the five essential questions every TIAA participant should ask, whether you’re ten years from retirement or just starting your career.
In this episode, Greg explains how to think strategically about your TIAA Traditional contracts, plan ahead for lifetime income options, and avoid common mistakes that can limit flexibility later. He shares real-world insights on how early preparation can help you retire with confidence and clarity.
Greg discusses:
- What key actions to take ten years before retirement
- How to rebalance your portfolio as you approach retirement
- The most common mistakes people make when planning
- How to model future income and healthcare costs
- What to know before choosing an annuitization strategy
- And more!
Connect with Greg Shepard:
- Phone: (913) 521-2381
- Email: greg@shepardfinancial.com
- LinkedIn: Greg Shepard
- Website: TIAA Simplified
- Website: S&A Financial Services
- LinkedIn: S&A Financial Services, Inc.
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