Preparing for retirement
This interactive experience can help bring your vision into focus, provide educational information to guide you through the big decisions, and help you to develop your retirement planning know-how.
Start 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.
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
- Housing Options
- Leaving a Legacy
See how people like you did it
We created profiles based on the experiences of real people to showcase different types of retirement considerations. Read our latest study that captures the thoughts and feelings of 1,000 people who are retiring within the next five years.
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 help you align your asset allocation with your long-term income needs
Annuity options that may help you realize your retirement lifestyle
Retirement Income Planning
We can help you create a retirement income strategy that factors in your goals and concerns