Preparing for retirement
This interactive experience can help bring your vision into focus, provides educational information to 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.
Tips for taking care of yourself and the ones you love.
- Aging Parents
- Family financial meeting: Tips for talking about money
- Living in the Sandwich Generation
- Housing Options
- Leaving a Legacy
See how other people did it.
We created hypothetical composite income profiles based on experiences of real customers to showcase different types of retirement considerations.
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
We can recommend annuity options to help you realize your retirement lifestyle
We can help you align your asset allocation with your long-term income needs
Retirement Income Planning
We can help you create a retirement income strategy that factors in your goals and concerns