TIAA

Required minimum distributions can catch even the most disciplined retirement savers off guard. Some even end up in tax brackets higher than their peak earning years. Learn how getting ahead of RMDs can help protect more of your retirement income. https://lnkd.in/enJqVDWV #TIAAWealthManagement #FinancialPlanning

What does NIL mean for how your institution competes, invests, and leads? From recruiting retention to enterprise-wide decision-making, finance leaders are navigating new terrain. Swipe through the latest issue of Finance in Five from the TIAA Financial Leaders Exchange for five takeaways shaping the conversation.

Inheriting an IRA can bring new income—but it also comes with tax obligations that catch many beneficiaries off guard. Plus, recent rule changes make timing and planning more important than ever. Discover five tips to help manage the tax impact of inheriting an IRA. https://lnkd.in/eVAEtG6V #TIAAWealthManagement #IRA

As Americans live longer and retirement continues to evolve, ensuring more people can achieve financial security is one of the defining opportunities of our time. At the Futurewise Forum, presented by TIAA and The Atlantic, leaders from business, public policy, academia and the nonprofit sector came together to explore the structural shifts reshaping retirement and the path to long-term financial security. Moderated by The Atlantic CEO Nicholas Thompson, the discussion featured TIAA Wealth Management CEO David Nason, TIAA Institute Head Surya Kolluri and TIAA Chief Legal Officer Bret Hester. Drawing on research from the TIAA Institute and perspectives from across sectors, the conversation explored how trusted financial guidance, innovation and collaboration can help strengthen financial security for more Americans. As our nation marks its 250th anniversary, we are looking ahead and advancing the ideas and partnerships that can help people thrive for generations to come. Thank you to our esteemed guests for joining us in this important conversation.

In honor of Women's Retirement Security Day on July 14th, hear from Joyce, a TIAA participant who's been in your shoes. We know your retirement is personal, and having a reliable foundation for your retirement income matters more than ever. Watch her story to learn how TIAA can help you find the right path forward for your unique retirement journey.

Are you confident you're on track for retirement? 🎯 Uncertainty is common but it doesn't have to be your reality. TIAA's Advice for Everyone webinar is designed to help you turn financial questions into a clear, personalized plan, on your own terms. Whether you're just starting to plan or refining your strategy, this is the guidance you deserve. Register today at https://lnkd.in/eqNTeJyX

The fixed income landscape looks very different today than it did in the post-2008 era. Higher rates, evolving credit conditions, and greater complexity are reshaping how bonds behave and how they fit within investor portfolios. In our latest CIO FocusPoint, we outline what’s changed, what it means for investors, and key considerations for navigating today’s environment. #CIOFocusPoint Read more: https://lnkd.in/e4ft_4_m

Annuities are more than they seem. Asking the right questions can bring clarity to your retirement income strategy. Learn more about on annuities, fixed, variable, and beyond. https://lnkd.in/ebCpawpe

What does it take to reach your full potential? TIAA's own Surya Kolluri, Head of TIAA Institute Research, sat down with Stephanie Conners, President & CEO of BayCare Health System, on the Becker's Healthcare platform for an inspiring conversation about leadership, integrity, and unlocking what's possible at every stage of your journey. "Be the best person you can possibly be at every step of your life, and the world will, in return, give you what's possible." From taking measured risks to surrounding yourself with incredible people — this one is worth a listen. Listen now: https://lnkd.in/gMWsqD9E

As America celebrates 250 years, one thing is clear — lasting progress isn’t measured by a single moment. It’s measured by what endures across generations. For more than a century, TIAA has helped build resilient financial futures through long-term thinking, innovation, and an unwavering commitment to what’s ahead. For individuals. For communities. For generations. Since 1918.