Saving for retirement
Saving for retirement
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John and Susan K.
John and Susan are in their early fifties. They are saving for their children’s college education and for their retirement at the same time. They have just paid off their mortgage and have some additional income they’d like to invest. |
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Their Goals
John and Susan want to contribute more to their retirement savings than their 401(k) and IRAs will allow. They are looking for another long-term, tax-deferred investment and are willing to accept some risk as they don’t plan on retiring for 15-20 years.
Their Annuity
John and Susan chose a variable deferred annuity that allows them:
- Virtually unlimited1 contributions
- Tax-deferred accumulation
- The ability to invest in the market based on their particular risk/return comfort level
Find the TIAA-CREF Life after-tax annuities available in your state.
Because each person's situation differs, you should seek advice from an independent tax advisor based on your own particular circumstances. |
1 877 554-8282
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†Our consultants receive no commissions. They are compensated through a salary plus incentive program.
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