Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.
Even under a fiduciary standard, the approach to advice can vary. For university faculty and physicians, advice, scope, and oversight can differ more than expected.
Summer can offer a natural opportunity to revisit your tax plan, adjust retirement contributions, plan charitable giving, and have thoughtful family financial conversations.
Charitable gift planning can align giving with tax, retirement, and estate goals while helping you support the causes that matter most.
Some university faculty can contribute to both a 403(b) and 457 plan. Learn how the “double max” strategy can potentially increase retirement savings.
Some university retirement plans include self-directed brokerage windows. Learn how they work, benefits, and when added flexibility may make sense.
Why university faculty often face surprise tax bills and how multiple paychecks, consulting income, and timing issues can create April tax surprises.
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Explore financial planning strategies for university leaders, including pensions, deferred compensation, and long-term wealth management.
Working with a financial advisor who understands the complexities of TIAA Traditional can help you design a retirement plan that can help meet your income needs, provide a financial safety net, and preserve your ability to maintain control of your assets—and potentially pass them on to heirs.
Learn how 2026 SALT deduction changes work, including new limits, phaseouts, and planning considerations for taxpayers.
The new year brings a series of meaningful updates to university retirement plans, particularly for employees participating in 403(b) and 457(b) plans.
Smart tax strategies professors can use before filing to optimize deductions and help reduce last year’s tax bill.
Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
