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scott@pollackfinancialgroup.com
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TIAA Financial Planning for University Faculty

Scott was employed by TIAA in the mid-90’s and is proud to say that he knows the ins and outs of a complex and unique Company better than anyone! With great respect for what was the biggest monopoly in “owning” the Higher Education market, much is a mystery to participants and outsiders.

For over 25 years, we have customized services to many “Key employees” (professors) of Institutions that for many years only had a customer service 800 number to call. We complement the TIAA participant experience with services that differentiate our services with TIAA. And most other financial services companies.

TIAA Fixed Annuity- understand over 10 options that TIAA offers. Understand the pros and cons.

Understand which option is most suitable for you and your family. Leverage TIAA to solve long term care costs. Should you hold it, annuitize, just take the income, or transfer part to other investment opportunities.

You will learn “what you own, why you own it, and the options you have.”

How:

  • As the coach on the side lines our team looks to help you reach your goals.
  • We use an advice only model to encourage you along the way
  • We can help you figure out how to replace that first check after retirement
  • How to deal with taxes and estate planning strategies for you retirement accounts
  • You can always use a second opinion to help figure out what is best for you
  • We believe knowledge equals power
Demystifying TIAA: What You Were Never Told

Demystifying TIAA: What You Were Never Told

TIAA is not your average retirement provider. From the GRA and RA contracts to TIAA Traditional and Real Estate accounts, understanding the structure of your plan is critical to making smart decisions.

Retirement Income Planning for TIAA Participants

Retirement Income Planning for TIAA Participants

You’ve spent your career building knowledge. Now it’s time to build your ideal retirement paycheck.

  • Understand your income options from TIAA annuities
  • Decide whether to annuitize, take systematic withdrawals, or consider a partial transfer
  • Replace your paycheck after retirement in a tax-efficient way
  • Coordinate retirement income with Social Security, pensions, or spousal plans
  • Manage and consolidate retirement accounts from past positions

Additional Services

TIAA Annuity Optimization

We help you understand and strategically manage your TIAA annuity options for income, liquidity, and long-term planning.

Retirement Income Planning

We create a personalized strategy to replace your income in retirement with tax-efficient withdrawals and smart timing.

Investment Management

We build and manage a diversified portfolio tailored to your goals, risk tolerance, and timeline—always with a fiduciary mindset.

Long-Term Care Strategy

We show you how to use existing assets, including TIAA funds, to plan for future care without relying solely on insurance.

Schedule a free consultation

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