Education Center

Explore how proposed Department of Labor guidance on alternative investments may affect university retirement plans, fiduciary responsibilities, and participant choices.

Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.

You may share finances, but can your spouse legally manage them if something happens to you?

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.

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.