How longevity affects financial planning and family caregiving

With life expectancy growing, we explore the financial realities of caregiving and the actions families, employers and policymakers can take to address this critical issue.

Presenter

Surya Kolluri

SVP, Head of TIAA Institute, TIAA Institute

Surya is head of the TIAA Institute, overseeing research on enhancing lifelong financial security and organizational effectiveness in higher education and the broader nonprofit sector. The TIAA Institute was established 25 years ago to advance TIAA’s longstanding commitment to scholarship and strengthen the company’s partnership with the higher education community. The Institute provides consulting services for institutions and its insights support TIAA clients, consultants and policymakers.

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This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.

Investment products may be subject to market and other risk factors. See the applicable product literature or visit TIAA.org for details.

Retirement check refers to the annuity income received in retirement. Guarantees of fixed monthly payments are only associated with TIAA's fixed annuities.

Investment decisions should be made based on the investor's own objectives and circumstances. Advice is obtained using an advice methodology from an independent third-party.

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