Past Event

Tuesday Talk: Retirement Finances

April 19, 2022
2:00 PM - 4:00 PM
Online Event

Tamara Telesko, Director of Wealth Planning Strategies at TIAA, will speak on the following topics and take your questions:

· Changes from 2021 to 2022 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.

Contact Information

Emeritus Professors in Columbia (EPIC)
(212) 854-8083