Ten. It is a simple number, but when it comes to your TIAA retirement plan, it can make all the difference.

In this episode of TIAA Simplified, Greg Shepard shares why preparing at least ten years before retirement is critical for higher-ed professionals with TIAA accounts. Through real client stories and clear explanations, Greg breaks down the importance of understanding liquidity, portfolio allocation, and the unique rules around TIAA Traditional.

Greg discusses:

• Why waiting until the last minute can limit your retirement choices
• The role of TIAA Traditional in your income strategy
• How to rebalance your portfolio as you approach retirement
• Common mistakes people make with too much or too little in Traditional
• And more!

Connect with Greg Shepard: 

• Phone: (913) 521-2381
• Email: greg@shepardfinancial.com 
• LinkedIn: Greg Shepard
• Website: TIAA Simplified
• Website: S&A Financial Services
• LinkedIn: S&A Financial Services, Inc.