TIAA Traditional: Which Contracts do I Annuitize First? (Ep. 8)

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: [email protected]
LinkedIn: Greg Shepard   / gregshepardsafinancial  
Website: TIAA Simplified https://tiaasimplified.com/
Website: S&A Financial Services https://www.safinancialservices.com/
LinkedIn: S&A Financial Services, Inc.   / s-a-financial-services-inc  

YouTube Description Disclosure:

S&A Financial Services, Inc. is a registered investment advisor. Content presented is for informational purposes only and should not be considered as investment advice or as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Always consult with your tax advisor or attorney regarding your specific situation.