The New Success Story in Retirement

Source: The 2017 TIAA Transition to Retirement survey, conducted by KRC Research from March 14 to March 20, 2017, using an online sample of 1,000 adults ages 55 to 68 who are planning to retire in the next five years.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.

© 2017 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund

155446

Flexibility to do what I want, when I want

Freedom from financial concern

Time with friends and family

96%

95%

93%

What people really want in retirement…What do Americans planning to retire within 5 years

define as important to their future success?

…and what makes them feel preparedMore people relying on annuities feel prepared to manage their income

in retirement than those relying on workplace plans.*

*401(k) or 403(b)

Feel prepared65%

54%

Annuity Workplace plan*