TIAA CREF: Preparing for and thriving in retirement

DateOctober 25, 2012Time12:00 - 1:00 pm
LocationGreat Hall, Truett Seminary
DescriptionJoin John O'Shea, Director of Wealth Planning Strategies with TIAA CREF for a seminar that will include: * Working through your Retirement Needs Analysis. * Understanding Income Options: understanding how cash withdrawals, annuitization, and required minimum distributions fit into your broader planning. * New and expiring income tax provisions: Planning for changing rates, deductions and credits. * Revisiting Roth Conversions: A smart move, unwise, or much ado about nothing. * An Overview of Estate Planning considerations. Refreshments will be served. Reserve your spot today by emailing Catherine Johnson with TIAA-CREF
Publisherzzz (Old) Human Resources
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