Many of our clients want to simplify their investments as they near retirement. Here’s a hypothetical example of how we can help our clients achieve this goal.
Gwen is a professor at a leading university. She received extra income from writing several books over the years. Gwen considers herself a savvy investor and hopes to save most of her additional income. She knows she needs a diversified portfolio, but wants to combine her assets for simplified tracking. She plans to retire at 70.
Gwen sets up a meeting with her TIAA-CREF Advisor. She tells her Advisor that she’s interested in retiring within five years and wants to invest as much as she can from her book deals.
Her Advisor updates her personal profile that covers issues like: determining her financial goals, risk tolerance and financial analysis. With this in mind, they talk about possible solutions that range from a self employed retirement plan to Portfolio Advisor, a managed accounts solution.
With her Advisor’s help, Gwen decides on Portfolio Advisor Program.1 She understands that her IRA and taxable assets will be in one plan and managed in a tax-advantaged strategy that she chooses.
We’re here to develop a personalized solution for you.
Contact your Individual Advisory Services Team
1 Portfolio Advisor Program is a fee-based service.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Individual Advisory Services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. TIAA-CREF Individual & Institutional Services also distributes securities and provides additional brokerage services in its capacity as a registered broker/dealer, member FINRA.