Preparing for retirement
This interactive experience can help bring your vision into focus, guide you through the big decisions and help you to develop your retirement planning know-how.
It starts with your story
Five years or so from retirement? Let us put you in the picture.
Just tell us your interest, lifestyle and finances—we'll give you a snapshot of your income readiness, provide some information to consider, show you a timeline of key events, and more.
How to Prepare
Take these steps to prepare for a conversation about an income plan
Explore financial and lifestyle topics in-depth.
To help you hone your skills, we created these deep-dives on some key retirement topics.
See how customers like you did it.
We created hypothetical composite income profiles based on experiences of real customers to showcase different types of retirement considerations. Which is most like you?
The long-term planners
Al & Sarah
Stable financial situation, conservative, long-term planners who are nearing retirement.
Conservative & semi-retired
Pam & John
Financially stable, conservative, long-term planners who are semi-retired.
Retired, financially limited, and a moderate risk taker.
The moderate risk taker
Retired, financially stable, moderate-aggressive risk taker.
Clara & Eduardo
Nearing retirement, financially stable, nervous about market volatility.
The aggressive risk takers
Frank & Pete
Nearing retirement, financially limited, aggressive risk takers.
How TIAA can help
Investigate options that can create lifetime income to help you realize your retirement lifestyle.
We can help you align your asset allocation strategy with your long-term income needs.
Don't go it alone
We can help you create a retirement income strategy that factors in your concerns, as well as your goals.