TIAA Traditional Lifetime Income or 10yr TPA?

Which One? TIAA Lifetime Income or 10yr TPA?
#tiaatraditional #tiaaa #tiaatraditional

Should you opt for TIAA’s Lifetime Income Annuity option or the 10-Year TPA paid out over nine years?

In this video, I’ll walk you through the critical considerations to help you decide which option might be more advantageous for your retirement plan. We’ll discuss the potential break-even point between the two, where the Lifetime Income Annuity may become more beneficial in the long run, and why understanding this could impact your decision-making process.

We’ll also touch on beneficiary options—like the 100% annuity option for spouses—and how this can play a role in your choice.

If you're trying to figure out your situation, don’t hesitate to reach out. My contact info is below, and I’m here to help simplify those confusing TIAA options.

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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.