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Eight Smart Year-End Tax Moves

While the April 15 income tax filing deadline is dubbed “Tax Day,” there is another very important deadline taxpayers need to keep in mind.

The Supreme Court DOMA Decision and Same Sex Couples

When Edith “Edie” Windsor and Thea Spyer met in 1963, they likely didn’t envision changing the status of same-sex marriage for the entire nation.

New Financial Planning Considerations for Same-Sex Married Couples

Same-sex married couples can now plan for how their financial lives will change when it comes to federal taxes and benefits.

Product Taxation at a Glance

A taxation overview of retirement plans, IRAs, annuities, insurance and mutual funds.

Hold on to More of Your Retirement Savings

5 tips to help keep your IRA in compliance with IRS rules.

Roth IRAs

Roth IRA overview — covers contribution limits, withdrawal rules and exceptions to the early withdrawal penalty.

IRAs and Divorce

In the unfortunate event that a marriage ends in divorce, it may be useful to understand the consequences on the spouses’ IRAs.

Understanding Your Pay Stub

Understanding your pay stub and knowing where your money is going are essential to effective money management.

Conduct a Year-End IRA Review

You schedule regular checkups with your doctor to monitor your physical health, so why not schedule a year-end checkup to monitor your financial health?

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Tools & Calculators

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Financial Essentials
Workshops & Webinars

  • Money at Work 1: Foundations of Investing
  • Tomorrow in Focus: Saving for Your Ideal Retirement

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Your future, your IRA

Learn how a TIAA-CREF IRA can help you save.

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