Greg Shepard - S&A Financial Services, Inc.
#tiaatraditional #tiaaa #tiaatraditional

Welcome to "TIAA Simplified" with Greg Shepard! In this insightful video titled "TIAA Traditional Lifetime Income Pros & Cons," Greg breaks down the advantages and drawbacks of TIAA's lifetime income annuity option.

Key Points:

Pros of Lifetime Income: Greg highlights the attractive rates offered by TIAA's lifetime income annuity, providing a predictable stream of income. He also discusses how it can be utilized to bridge the gap between retirement and Social Security, making it a valuable tool for financial planning.

Addressing Spending Concerns: For individuals with spending issues, the lifetime income annuity can serve as a safeguard, preventing excessive spending and ensuring financial stability.

Cons of Lifetime Income: Greg points out challenges such as limitations on passing money down to children, inflation protection concerns, and the irrevocable nature of annuitized funds. He emphasizes the importance of understanding these drawbacks before committing to the annuity option.

Strategic Approach: Greg advises viewers to consider a balanced approach, combining the benefits of the lifetime income annuity with other financial strategies. He underscores the significance of assessing individual needs and preferences to make informed decisions.

Seeking Guidance: Greg encourages viewers to reach out to TIAA for detailed information and guidance tailored to their specific circumstances. He also offers his expertise to assist viewers in navigating their retirement planning effectively.

Whether you're considering TIAA's lifetime income annuity option or exploring alternative strategies, this video provides valuable insights to help you make informed decisions.

Subscribe to "TIAA Simplified" for more expert advice on optimizing your retirement plans.
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email: greg@shepardfinancial.com

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.

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