If you are a university leader thinking about retiring in the next decade, be prudent in the planning process.
It’s important to think about the tax impact of passing on any retirement accounts to one or more beneficiaries.
Roth IRA conversions can be an attractive option — make sure you know the advantages and things to consider.
Retirement is a journey – a time to explore new possibilities and a time that could last for 30 years or more.
Finding qualified care to assist with activities of daily living can be challenging and costly.
Passing on your assets requires more than just a will. Watch this webinar on how to create a comprehensive estate plan.
Discuss money matters with your aging parents to help them remain in control of their financial situation to the degree they’re comfortable with.
When planning your estate and deciding who is to get what assets, consider how to distribute those assets – by giving it to your loved ones all at once or using a trust to distribute the assets over time.
Asset titling is one of the most important and often overlooked aspects of an estate plan.
It’s become popular to use Revocable Trusts to avoid probate at your death and other estate planning reasons.
A thorough estate plan should include a Durable Power of Attorney, Medical Power of Attorney and a Living Will.
Community property states consider all property acquired during marriage to be owned equally by both spouses.
Exclusion is $5.34 million for individuals and $10.68 million for married couples.
Getting married again? Finances can become complicated for blended families. Plan ahead to avoid confusion.
Estate planning is important for everyone — especially for same-sex couples.
Planning for a disabled family member's future care is not only smart, it gives you greater peace of mind.
Using a Life Insurance Trust can protect your assets and help you avoid paying an estate tax on proceeds.
If your spouse isn’t a U.S. citizen, there are special estate and financial planning issues you should be aware of.
Why would I want to contribute to an IRA as a gift, and how would I go about doing that?
Allows you to make charitable gifts and distribute the tax-advantaged remaining balance to beneficiaries you name.
Learn how a Chartiable Remainder Trust can play a crucial role as part of your estate plan.
When you claim a tax deduction for donating to a charity, the IRS requires that you substantiate it.
If you have more money in your IRA than you need for your support, you may want to give some or all to charity.
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.
Individual Advisory Services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. TIAA-CREF Individual & Institutional Services also distributes securities and provides additional brokerage services in its capacity as a registered broker/dealer, member FINRA.
The TIAA-CREF Retirement Advisor is a brokerage service provided by TIAA-CREF Individual & Institutional Services, LLC, a registered broker-dealer and member of FINRA.
TIAA-CREF does not offer tax or legal advice. Please see your personal tax and legal advisors regarding your particular situation.
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