Smart retirement planning requires detailed research, due diligence, suitable investment products and the ability to manage varying levels of risk.
Whether by phone or in person, prepare for your retirement planning meeting with the following key questions — and make certain you leave with a thorough understanding of the answers.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call 877 518-9161 or go to www.tiaa-cref.org/prospectuses for a current prospectus that contains this and other information. Please read the prospectus carefully before investing.
Please keep in mind that annuities are designed for retirement and other long-term goals. If you choose to invest in variable investment products, your money will be subject to the risks associated with investing in securities, including loss of principal.
Neither TIAA-CREF nor its affiliates provide legal or tax advice. Please consult with your personal advisors.
TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distributes securities products. After-tax annuities issued by TIAA-CREF Life Insurance Co., New York, NY
The TIAA-CREF Retirement Advisor is a brokerage service provided by TIAA-CREF Individual & Institutional Services, LLC, a registered broker/dealer.
A TIAA-CREF brokerage account offers thousands of investment options.