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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Tax Basis of Personal Residence Factoring in Improvements

If you have invested in exterior or interior additions or improvements to you personal residence you may be able to include them your home's tax basis. We have included a list of possible projects that might qualify for inclusion. Remember to keep receipts and consult with your tax advisor for specific advice.

Download Tax Worksheet
(PDF Format)