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October 02, 2025

Why 10 Years Out Matters for Your TIAA Plan (Ep. 3)

21 minutes

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: [email protected]

LinkedIn: Greg Shepard

Website: TIAA Simplified

Website: S&A Financial Services