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Retirement Planning Resources

Retirement Planning Resources is a dedicated website guide putting all your retirement planning information at your fingertips if you are within 12 months of retiring. It is by no means a complete list, based on your own personal circumstances you may need to research additional resources.


Lewis & Clark Planning Tools


TIAA-CREF Retirement Resources

Lewis & Clark College has worked closely with TIAA-CREF to bring some exciting enhancements to your retirement plan. We now have available additional investment options, objective advice and planning services, and a dedicated website putting all your investment option information at your fingertips.

To schedule your appointment, please call TIAA-CREF at their special scheduling number, 866-928-4221. Licensed representatives will be available to speak to you about your planning goals and needs via phone and, if you prefer to discuss these issues face-to-face, will be able to set up an appointment time that is convenient for you.

We also have a customized website for managing your TIAA-CREF accounts and scheduling Counseling Sessions with a TIAA-CREF Individual Consultant. Visit the site http://enroll.tiaa-cref.org/lclark/ any time from anywhere for information about TIAA-CREF and your investment choices, as well as access to retirement planning tools and more. To schedule a counseling session:

1. Go to http://enroll.tiaa-cref.org/lclark/
2. Click “Tools & Education”
3. On the right-hand side, under “Additional Information”, click “Consultations & Seminars”
4. “Login to your account” or Register for online access (a contract number will be required for registration, your contract number is located on your TIAA quarterly statements)
5. Once logged in use the calendar of available dates to schedule your one on one consultation.

 


Local and Government Resources

The College takes no responsibility for any agreement entered into freely by an employee by using these resources.

  • Carlton Advisors - Phyllis H. Carlton is a Registered Investment Advisor providing fee-only financial planning and advisors serving Lake Oswego, West Linn and Portland Oregon. She has helped families and businesses meet their financial goals for 30 years.
  • Medicare in Oregon - a website from the state of Oregon SHIBA
  • Medicare - General Medicare information, ordering Medicare booklets, and information about health plans.
  • Social Security Administration - Changing address, Medicare Part A or Part B, lost Medicare card, and Social Security benefits.
  • Internal Revenue Service - Obtaining materials/forms for income tax filing and how Medicare Savings Accounts can affect your income taxes.
  • Retirement Calculators and Planners: http://www.annuityfyi.com/guide-calculators.html

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