Legacy

If your income looks like it is more than enough to cover the length of your retirement, you may want to leave something behind to people or causes you care about.

Confirm beneficiaries.

Remember to check the beneficiaries named to your retirement accounts and insurance policies. Since beneficiaries are assigned when you first opened the accounts, they can easily get lost in the shuffle of marriage, children, divorce and other major life changes.

View Sample Profiles
 
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Please note that TIAA is not responsible for the content or privacy policies of third-party sites that may be referenced in this article or to which you may link from this article. TIAA does not endorse or recommend the products, services, or information found on any third-party site.
This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.
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