TIAA Retirement Planner

Research showed that people approaching retirement are highly confused about what steps they need to take to turn their savings into income they can live on in retirement. So we created an interactive experience that helps TIAA customers prepare for the transition. At the heart of it is a tool that provides a snapshot of financial preparedness based on answers to a series of lifestyle questions. We are then able to provide personalized content that can help with income planning. Users can also simulate how changes, like taking Social Security later, might affect their financial picture. ​