You should begin to review your retirement accounts three to six months prior to retirement. Licensed financial counselors from TIAA are available for one-on-one appointments to review your accounts and discuss potential investment and distribution strategies.
TIAA One-on-One Sessions
"He (Lute White, Financial Advisor) is personable, relatable, patient, understanding, and able to help me understand the connections between my financial assets and our aspirations as a family."
-Current Pitt Employee
To schedule an appointment visit TIAA's online meeting and one-on-one counseling facility at www.tiaa.org/moc, or call 1-877-209-3136 or 412-365-3000.
These individual appointments are a good setting for discussing these and other topics:
- Retirement Income Options
- Your current retirement plans
- Tailoring investments to reach your goals
- Strategies for combating inflation and taxes
- Mutual funds and expanded IRA options
TIAA also offers webinars where you can learn more about saving, investing, and preparing for retirement. Explore all upcoming webinars on the Events page.