TIAA, Clarkson’s private provider of financial retirement services, will have an updated presentation and information session on November 30 that is open to all employees via Zoom to cover basics on retirement planning and accessing retirement plans, with the option for employees to also set up additional one-on-one sessions.
Katherine Ryan and Turkessa Amoah, our TIAA account representatives will be hosting the session and addressing topics not fully covered in the session earlier this month:
Thursday, November 30, 2023 at 11:00 a.m.
No matter where you are in life from just getting started with a savings plan to thinking about changing your portfolio allocation strategy or to looking at options on how to start accessing your plan, they are available to help you. These sessions and their time in the one-on-one sessions has no cost as part of your retirement plan.
Some example discussion items in these open sessions will include:
- How do I take income from my retirement account once I stop working?
- Can I borrow from my TIAA accounts before I retire?
- Am I invested in the right mix of investments now and in the future?
- Am I saving enough to create the retirement income I need?
To schedule a one-on-one meeting please visit www.tiaa.org/schedulenow or by calling 1-800-732-8353.
