University Faculty Retirement Planning, TIAA CREF , Estate planning, and Tax Preparation

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Getting the Most Out of What You’ve Got: How to Make Your Money Last for Life – and Beyond

Jim’s tips for getting the most out of your existing IRA, retirement plans and more. You’ll automatically receive our monthly Retire Secure! newsletter to keep you up-to-date on news and issues that affect your retirement money. And, you’ll receive a bonus report titled: The Ideal Beneficiary Designation of Your Retirement Plan: Lange’s Cascading Beneficiary Plan.

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Additional Professional/Consulting Expenses Tax Worksheet

Do not forget to include all allowable expenses in your tax calculations. Let this list serve as a reminder for expenses you may have overlooked.

Download Tax Worksheet
(PDF Format)