Published to Newsletter on May 25, 2022
Cherie Knight, MA, ChFC
HR Projects Specialist
Financial Wellness
We all make a lot of sacrifices in order to have enough money to retire. When it’s finally time, will you have enough income to count on? There are many factors to consider in making important decisions as you approach the transition to retirement.
In the Retirement Income Session on June 15th from 11:30 a.m. to 12:15 p.m. on Zoom, you will:
Learn the basic rules that govern the most common retirement accounts
Gain perspective on when to tap into different assets
Discover some of the flexible income choices TIAA offers
Between your own and UNM’s contributions to the New Mexico ERB pension or the ARP defined contribution plan, you are building a solid foundation of money set aside for your retirement. But do you know when to start your pension or take income from your ARP and other retirement accounts? TIAA will educate you on many of the considerations, rules, and tax implications to help simplify creating a “paycheck” for yourself when you retire.
Do you want or need to know more about how Social Security comes into play for you and your loved ones now or in the future? Social Security: With You Through Life’s Journey Session from 12:15 p.m. to 1 p.m. on June 15th directly following the Retirement Income session can help. Presenter Rhonda Romero, New Mexico’s Public Affairs Specialist with Social Security Administration, will help you answer important questions like:
For more details and to register, visit Learning Central, course SSC 001, or contact Cherie Knight at cheriejean56@unm.edu.
Tags: FinancialWellness