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How Much Should I Have in TIAA Traditional?

TIAA Traditional - How Much Should be Used for Lifetime Income? #tiaa #tiaaa #tiaatraditional In this video, Greg Shepard from TIAA Simplified answers a frequently asked question: "How much should I have in TIAA Traditional?" With a practical and rule-of-thumb approach, Greg breaks down key considerations for allocating funds to TIAA Traditional and planning for lifetime income in retirement. Key Takeaways: Rule of Thumb: No more than 40% of your total retirement assets should be earmarked for lifetime income. Client Trends: Many of Greg’s clients aim for 20-25% in TIAA Traditional for lifetime income purposes. Three Income Sources: A balanced retirement income strategy typically combines lifetime income (from TIAA Traditional), Social Security, and interest generated from rollover IRAs. The Goal: Extract interest from your IRA without touching principal to maintain and potentially grow your assets over time. Greg emphasizes that every individual’s situation is unique, and decisions about TIAA Traditional allocations depend on personal goals, bond choices, and overall financial planning. If you’re ready to demystify your TIAA accounts and create a tailored retirement strategy, reach out to Greg—his contact 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.... (copy & paste) 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.