Inheriting assets can raise a lot of questions
We are here to support you and help make decisions easier as you manage your inherited assets and learn about your new TIAA relationship.
To report the death of a TIAA account holder, go to What to do after a death.
Don’t rush into decisions about your money—including how to spend it. Take time to think long term about what’s best for you and your family.
Follow these steps
Getting the support you need can help
make challenging times easier
From immediate decisions to longer-term planning, these 3 steps can help you understand your options.
Know your options
- Learn more about turning savings into income .
- Lifetime income payments may satisfy your required minimum distributions (RMDs).
When you’re ready, we can help you explore options for the longer term.
Make a plan
No matter where you are in life, we can help you prepare for what’s ahead.
Our mission-based approach separates us
from the pack
You’re the heart of our organization
We’re a different kind of financial company, guided by our shared vision to:
- Take care of people
- Act with integrity
- Deliver excellence
We’re with you for life
No matter where you are in life, we’re here for you. See how we can help when you’re:
- Starting out financially
- Managing your money for short- and long-term
- Transitioning to retirement
*All guarantees are subject to the claims-paying ability of the issuer.
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state laws or regulations. 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 based on the investor’s own objectives and circumstances.