Free tax programs, such as Volunteer Income Tax Assistance (VITA), allow recipients of the earned income tax credit (EITC) to have their returns filed for free. VITA and other free tax programs are nationwide. However, each program is distinct, and the services provided by these programs differ. This article discusses a successful and unique…

The income tax-filing process creates teachable moments for learning about taxes and other financial matters. Educators and volunteers from Penn State Cooperative Extension helped taxpayers file 2008 returns under Volunteer Income Tax Assistance Program (VITA). Nearly 600 filers (588) completed and simultaneously received educational information…

The various retirement income options available to TIAA-CREF participants and federal taxes on each option are explained. The importance of early planning for retirement income is stressed and it is suggested that assessment of future financial needs will indicate the most appropriate settlement mode for retirement. (SF)

Problems faced by a TIAA-CREF annuitant retiring in the late 1970s are examined in light of a continuing high rate of inflation. Options available to the annuitant are discussed and two strategies to provide significant inflation protection are suggested. (SF)

The basic provisions of the TIAA-CREF retirement plans are outlined and the impact of inflation and falling stock prices on annuities and bonds are investigated. Major factors that should be considered when allocating contributions to TIAA-CREF funds are discussed. (SF)

A University of Alabama plan to improve productivity in the medical school by reallocating institutional funds and changing the handling of professional practice revenues is described, and its effects, strengths, and weaknesses after the first three fiscal years of implementation are examined. Despite some problems, the plan appears to be…

This report provides financial data on Oakton Community College in Illinois for the fiscal year ending on June 30, 1997. This report is divided into four parts: (1) the introductory section, which includes letters from school officials, an organization chart, and a copy of a Certificate of Achievement for Excellence in Financial Reporting earned…

Consisting primarily of tables, this report provides financial data on Oakton Community College in Illinois for the fiscal year ending on June 30, 1996. This comprehensive annual financial report consists of an introductory section, financial section, statistical section, and special reports section. The introductory section includes a transmittal…

This annual report describes the operations of the Manitoba Universities Grants Commission for the fiscal year 1994-95 with an audited balance sheet and statement of operating revenues and expenditures. The Commission advises the government on how much financial assistance should be given universities. It is also responsible for allocating funds…