TIAA Individual Advisory Services 2018 Quick Tax …

2018 Quick Tax Reference Guide 3 TIAA Wealth Planning Strategies—2018 Quick Tax Reference Guide Traditional and Roth IRA 2018 2017 IRA annual contribution limit

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The value of advice in a retirement plan - TIAA

2 | The value of advice in a retirement plan If you’re a plan sponsor, chances are that in the last year or two you have done something to improve

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TIAA Traditional Annuity: Adding safety and …

TIAA Traditional Annuity: Adding safety and stability to retirement portfolios Overview Teachers Insurance and Annuity Association of America (TIAA) was

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Fixed-income strategies for low and rising rates - TIAA

2 Fixed-income strategies for low and rising rates by Fed monetary policy have largely masked the risks of these strategies. Either way, suboptimal

Government retirement plan trends - TIAA

Government market update General retirement plan trends W 57% of state and local government employees, including K-12 staff, expect to retire later than they would like.1 W 72% of full-time state and local workers believe that a …

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2018 tax guide - Investing, Advice, Retirement and …

2 TIAA 2018 tax guide 2018 federal income tax rates Married individuals filing joint returns and surviving spouses If taxable income is:* The tax is:

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Getting help - TIAA

Making sense of fi˚˛(b) transfers and rollovers Contract exchange A contract exchange is a transfer made within the same 403(b) plan among the …

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Your financial well-being Retiring with debt? What …

Your financial well-being Retiring with debt? What you need to know Americans are nearing retirement or living in retirement while carrying greater amounts of

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Important information on Prudential Guaranteed …

Important information on Prudential Guaranteed Interest Account The information provided on the following pages has been provided by The Prudential

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Important information on BlackRock U.S. Debt Index Fund

Important information on BlackRock U.S. Debt Index Fund The information provided on the following pages has been provided by BlackRock, Inc. Neither TIAA nor its affiliates has independently verified the accuracy or completeness of this

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Summary of programs and services

offered by third -party investment managers that provide discretionary management through a separate agreement. For the MLIAP, MGI with Advisor and MGI investment advisory programs, you pay an annual asset -based fee for the services under the program and additional expenses, fees and charges apply as provided in the ADV Brochures for the programs.

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Change of Ownership

For all non-qualified accounts regardless of product type, and for all types of IRA, Coverdell ESA, Custodial, Trusteed, Defined ... General Government Securities MMF – Dreyfus Class. For all Discretionary Managed accounts in a qualified ownership, your ... registered investment company, investment advisory firm, or broker-dealer? i ...

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FIDELITY INVESTMENTS 2020 HIGHLIGHTS

Fidelity Model Portfolios, which include any custom models, are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC (“FIWA”) a registered investment adviser or by Fidelity Distributors Company LLC, a registered broker-dealer. Past performance is no guarantee of future results.

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