TIAA Traditional Lifetime Income Pros vs Cons (Ep. 7)

Retirement income decisions can be overwhelming, especially when converting TIAA Traditional balances into lifetime income.

In this episode, Greg Shepard breaks down one of his most frequently asked questions: “Should I choose lifetime income, and how much?” Greg shares real client stories and explains the pros, cons, and emotional factors behind this important decision.
He also explains how TIAA lifetime income works, when it makes sense, and how to avoid costly mistakes when selecting it.

Greg shares:
The key differences between lifetime income and maintaining liquidity
The ideal scenarios where lifetime income might make sense
The 40% guideline for transitioning to lifetime income
Emotional and behavioral factors that influence retirement decisions
The importance of asking the right questions before locking in your plan
And more!

Resources:

TIAA Lifetime Income Strategy:    • TIAA Lifetime Income Strategy  

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  

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.