Tamara Telesko, Director of Wealth Planning Strategies at TIAA, is giving another talk to EPIC about navigating retirement finances. She is speaking on the following topics and taking your questions:
- Changes from 2022 to 2023 in regulations governing retirees (e.g., changes in Minimum Required Distribution regulations and contributions to IRAs).
- Deductibility of contributions to charity from Minimum Required Distribution.
- Changes in Federal or State estate tax rates or policies that might be of interest.
- The use of trusts to accomplish estate planning objectives.
- For those just planning to retire: (a) a checklist of things to do—Medicare Part B and Part D (regulations governing premiums relating to income level); (b) the importance of estate planning with respect to 403b and IRA inheritance, avoiding probate, and so on.
Emeritus Professors in Columbia (EPIC) is delighted to announce that we have secured the expertise of Tamara Telesko, to lead a discussion on retirement planning, tax considerations, and effective estate planning strategies. Prospective retirees need to stay informed about recent regulatory changes affecting “catch-up” contributions to retirement plans. Retirees need to understand changes in regulations governing MRD (monthly required distributions) and impending limits on prescription drug co-payments, among other critical topics.
Ms. Telesko possesses a remarkable ability to navigate complex regulations with clarity, making the information accessible and engaging. Don't miss out on this invaluable opportunity to gain insights into your retirement planning.
If you have specific questions or topics you'd like Ms. Telesko to address during the discussion, please feel free to send them in advance via email to Frank Wolf ([email protected]).
Register to attend via Zoom
