Optimizing your wealth: Big bill, bigger moves.

Hi, I’m Alicia Waltenberger, Senior Director of Wealth Planning Strategies at TIAA Wealth Management.

As 2025 winds down, I’m excited to share highlights from our brand-new Tax Planning Guide, titled “Optimizing you wealth: Big bill, bigger moves.”

This year’s guide is especially timely. Since the One Big Beautiful Bill was signed into law on July 4th, the tax landscape has shifted dramatically bringing new rules, new thresholds, and new opportunities.

In this guide, we break it all down for you—from the key income tax provisions of the new legislation to smart strategies for managing retirement assets. We also cover charitable, gift and estate tax planning opportunities. It’s everything you need to know to make the most of your wealth.

Whether you're preparing for 2026 or looking to make informed decisions before year-end, take a moment to review our guide and discover how the latest tax law changes can help you make smarter moves to optimize your wealth with confidence.