TIAA-CREF has launched a new Advice and Planning tab on My TIAA-CREF.org that gives plan participants access to relevant and targeted educational materials, advisory tools and resources based on your needs and life stage. The resources available on the Advice and Planning tab round out the complete suite of advice services available through TIAA-CREF.
There are two new tools in the Advice and Planning tab called Retirement Advisor and Retirement Income Planner. Both are available through the site so you can access them anytime. The addition of Retirement Advisor enables you to receive investment advice/guidance recommendations using the channel you prefer – online 24 hours a day, by telephone or in person with a consultant. Retirement Income Planner, which is designed to be used in collaboration with a TIAA-CREF Financial Consultant, helps those nearing or in retirement develop a personal plan to generate retirement income by exploring multiple income options.
Forms you may need: