The TSA Inve$tor - the
newsletter for the TSA Program - comes out twice a year. To preserve formatting,
it is on our web-site in Adobe Acrobat pdf format. Here's a list of articles
in past issues, so you know where to look for items of interest.
TSA
Inve$tor Spring 2007
|
How
do I . . . ?
Confused by all the choices?
The WRS as a TSA option
|
p.
1
p. 1
p. 1
|
TSA
Inve$tor Fall 2006
| Pension
Protection Act of 2006
TSA Review Committee News
Where is your money going?
TSA Program Highlights and limits
Take a look at
the Selected Returns!
How do I . . .
?
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2 |
TSA
Inve$tor Fall 2005
| Does
Your Portfolio Harbor Hidden Risks?
How Do I?
Retirement and Investment Advice on the Web
|
p.
1
p. 1
p. 3 |
TSA
Inve$tor Spring 2005
| TIPS
for your portfolio?
Overcome Inertia!
Coming soon...
Investment company news
Short-term trading fees
Your 403(b) account when you retire or leave UW employment
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 3 |
TSA
Inve$tor Fall 2004
| Test
your retirement IQ!
TSA Review Committee news
Wondering about hidden costs?
Investment company news
Take a look at the Selected Returns!
TSA Program highlights and limits
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2 |
TSA
Inve$tor Spring 2004
| Rollovers
to your UW TSA account
Bring on retirement!
How much do you really need to save? Investment company news
Check your statements carefully
|
p.
1
p. 1
p. 1
p. 2
p. 4 |
TSA
Inve$tor Fall 2003
| Tough
questions
TSA Review Committee news
Too busy to save? Read this!
Investment company news
Purchase WRS service with TSA money
TSA Program highlights
In hindsight...
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 2 |
TSA
Inve$tor Spring 2003
| Pay
yourself first!
Who is your beneficiary?
Financial education is important - an interview with Linda Boelter
Investment news
TSA maximum annual limits
|
p.
1
p. 1
p. 1
p. 2
p. 4 |
TSA
Inve$tor Fall 2002
| Tax
Law Update
If you aren't in the TSA Program...
Moving your money - how rollovers work
Investment news
Read more
Looking in a crystal ball
TSA Program highlights
Individual counseling
|
p.
1
p. 1
p. 1
p. 2
p. 2 & 5
p. 3
p. 5
p. 6 |
TSA
Inve$tor Spring 2002
| Tax
Law Update
When should you sell a fund?
Investment News
Check your statements carefully
TSA workshops this spring
Money market funds - safe havens?
Rollover rules relax
Individual counseling
|
p.
1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 3
p. 4 |
TSA
Inve$tor Fall 2001
| TSARC
News
Important Changes to your TSA Plan
Investment News
No new insurance companies
TSA workshops this fall
How to choose a financial planner
Individual counseling
|
p.
1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 4
|
TSA
Inve$tor Spring 2001
| Welcome...
TSARC news
To improve returns, look beyond averages
Investment News
Legal changes to the TSA Program
TSA workshops at Madison, La Crosse
Look beyond averages, cont.
Individual counseling
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 4
|
TSA
Inve$tor Fall 2000
| When
markets slow down, costs matter more
New Faces on the TSARC
1999 TSA Program Highlights
Investment News
Check your quarterly statements carefully
Tell a friend about the TSA Program
Tips for transferring moneys
Program changes, maybe
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 4
|
TSA
Inve$tor Spring 2000
| Plan!
to use your TSA account
|
p.
1
|
|
Minimum Required
Distributions
Distribution options
Life Expectancy: Your Choices
Incidental Benefit Rule
Naming Your Beneficiaries
If you die before distributions have begun
Take Action
|
|
| Elective
deferral limit increased to $10,500
Do you have more than one voluntary plan?
Vendors offer one-on-ones
No changes to UW TSA vendor line-up
Saving for college
Should you annuitize?
Vendor news
|
p.
2
p. 2
p. 2
p. 5
p. 5
p. 7
p. 7
|
The Selected Investment
Returns - 12//31/99 - distributed with the newsletter - were listed separately
on our website and are now archived. The most recent Selected
Investment Returns are from June 30, 2003.TSA
Inve$tor Fall 1999
| You
need this program
Y2K Questions
Procrastinator's Corner
New Vendor Search
I think I should adjust my investments. . .
. . . but I don't know how
Vendor news
About Our Vendors
Life Insurance Company Ratings
UW TSA Vendor Contacts & Program Fees
Your tax savings with a TSA
|
p.
1
p. 2
p. 2
p. 2
p. 3
p. 3
p. 4
p. 5
p. 5
p. 5
|
TSA
Inve$tor Spring 1999
| Borrowing
from your TSA Account
Hardship Withdrawals/Loans
Don't Over-Contribute
Check Your Statement
Y2K
How Long Will You Be Retired?
|
p.
1
p. 2
p. 7
p. 7
p. 7
|
Selected returns from 6/30/1999
- distributed with the newsletter - were listed separately on our web-site
and are now archived.
This document was last
revised on March 16, 2007
|
