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Tax planning in 2020

It is that time of year, when taxes are on our minds. Many of us will have just filed our income tax return and will want to think about income tax planning strategies for 2020. Join TIAA to learn some common strategies to help leave more for you and for your loved ones.

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Quarterly Economic and Market Update

Take a closer look at TIAA’s views on the financial markets, including key market drivers, U.S. economy, policy and politics, and investing in public markets. This webinar will also cover the challenges that investors face and how to navigate them.

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Understanding Medicare

Paying for healthcare in retirement is a critical part of financial planning and it’s important to understand how Medicare operates and the options you have. This webinar will help you understand some aspects of Medicare including eligibility and the plans that are available to you.

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Turn Your Retirement Savings into a “Paycheck” for Life

Learn how creating a diversified income plan—one that uses a combination of income sources and includes annuity income that’s guaranteed for life*—can help reduce the risks you may face in retirement and ensure you have income that never runs out. *Guaranteed income is provided by TIAA Traditional Annuity, issued by Teachers Insurance and Annuity Association of America. All guarantees are backed by its claims-paying ability. TIAA Traditional Annuity is a guaranteed insurance contract and not an investment for federal securities law purposes.

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Estate Planning Basics

Ensuring that our assets will pass to loved ones and causes that are near and dear is important to many of us. Discover the components of a basic estate plan and strategies to ensure that your wishes are met.

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Market-proof Your Retirement

Throughout your career, you probably heard how important saving for retirement is. However, as the day approaches, there are additional questions you’ll ask yourself. Am I overexposed to market losses? Will I outlive my money? Am I confident that I can retire on my terms? In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. This TIAA webinar focuses on how to create your own “personal pension” with TIAA Traditional*. *TIAA Traditional fixed annuity has lifetime income options. TIAA Traditional may not be available in all plans. Any guarantees under annuities issued by Teachers Insurance and Annuity Association of America are subject to its claims-paying ability. TIAA Traditional Annuity is a guaranteed insurance contract and not an investment for federal securities law purposes.

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