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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Home Office Deduction Tax Worksheet

Although the IRS has eased its position for individuals considering taking a home office deduction, the matter still requires some careful thought. Use this worksheet to make a preliminary assessment of the potential tax benefits vs. the inconvenience.

Download Tax Worksheet
(PDF Format)