For many people over the age of 50, Social Security is one of the most important sources of income they’ll have in retirement.
Not every survivor needs an attorney, but a good probate lawyer can solve many problems more easily than you can alone.
After the death of a loved one, you may need to transfer ownership or change the title on property, or modify documents.
Depending on the estate, you may want to find a tax accountant to help you coordinate with your attorney.
There are usually only a few details left by the ninth month after the death — you may need to file and pay taxes.
If you are single with children who depend on you, life insurance can help you provide for their needs into the future.
It is not easy losing someone you love. When the time is right, do what is right for you and your family by taking the steps necessary.
Exclusion is $5.34 million for individuals and $10.68 million for married couples.
To apply for benefits, the first thing you’ll need to do is gather paperwork.
The statistics are telling: Women age 65 and over are three times as likely as men of the same age to be widowed.
When you started contributing to a retirement plan, you named your beneficiaries. Do they need to be updated?
The material is for informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate. Certain products and services may not be available to all entities or persons.
Brokerage Services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC. Member FINRA/SIPC. TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products.
TIAA-CREF does not offer tax or legal advice. Please see your personal tax and legal advisors regarding your particular situation.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Choose from among eight Life Events in the main Advice & Guidance menu to find helpful articles.
A TIAA-CREF brokerage account offers thousands of investment options.