TIAA Traditional Lifetime Income - Guarantee Period Options Explained скачать в хорошем качестве

TIAA Traditional Lifetime Income - Guarantee Period Options Explained

TIAA - which guarantee period option do I choose? #tiaa #tiaaa #tiaatraditional In this video, Greg Shepard from S&A Financial Services breaks down the guaranteed period options when selecting a TIAA Traditional fixed lifetime income annuity. If you’re considering a single-life or joint-life annuity with a guaranteed period, this is a must-watch! 🔹 What you’ll learn: ✔️ Single-life annuity vs. joint-life annuity – Key differences ✔️ How guaranteed periods work (e.g., 10-year, 20-year options) ✔️ Who gets payments if you pass away early ✔️ Comparing payout amounts with & without a guaranteed period ✔️ Real-world examples to help you decide what’s right for you Many people get tripped up by the fine details of annuity payouts—this video simplifies everything so you can make an informed decision. Need help navigating your TIAA retirement options? Contact me! My info is below. =========================== Make sure to connect w/ us ➡ https://tiaasimplified.com 🔔 Make sure to subscribe here to get notifications of future videos @TIAAsimplified 📆 Jump on my calendar to see how we can simplify your TIAA life.... https://calendly.com/greg-safinancial... 🎤 Explore the Podcast    • TIAA Simplified Podcast   email: [email protected] 913-521-2381 Disclosure S&A Financial Services, Inc. is a registered investment advisor. Content presented is for informational purposes only and should not be considered as investment advice or as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Always consult with your tax advisor or attorney regarding your specific situation.