The Role of Guaranteed Income In Retirement Income Planning – A Real World Case Study

Many times clients may have access to in plan annuities that can provide significant benefits based on their institutional pricing structure as part of a retirement plan. For advisors, knowing what added flexibility these solutions may bring to the planning process and how they can utilize them is critical to achieving successful outcomes for their clients. This case will look at a TIAA participant who is seeking to maximize their retirement income while managing market risk, inflation, and longevity concerns -- while still hoping to leave a legacy for children and grandchildren.

Sponsored by TIAA.