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TIAA-CREF Webinar - Planning with Retirement Assets

September 30, 2020

Your retirement assets will play a significant role in creating your retirement income, however, there are rules surrounding your use of these assets. When can I start aking distributions? When must I start taking distributions? Join us on Oct. 13 to get the answers to all of these questions and more. Click here to learn more.

Retirement Changes 2020 - End of Blackout Period

September 16, 2020
There will be a blackout period to facilitate the transfer of existing investment balances from Fidelity and Vanguard to TIAA, during which you will not be able to make changes to these investments, make withdrawals, or transfer funds. The blackout period is expected to end on September 25. Click here to learn more.

TIAA-CREF Webinar - Asset Location: A Practical Guide for Income and Estate Planning

September 2, 2020
We often think about our investments in terms of how much we should invest in stocks or bonds or other investments so that we can achieve the greatest return. Learn about how the location of your assets may impact your retirement income and your beneficiaries in this free webinar on Sept. 15. Learn more. Read more about TIAA-CREF Webinar - Asset Location: A Practical Guide for Income and Estate Planning

Home Buying Webinar

August 26, 2020

Harvard and affiliated hospital faculty, staff, and retirees are invited to attend a free onliine webinar on Sept 2. Topics include how much I can afford to pay and what type of mortgage makes the most sense, what a Purchase and Sale Agreement is, and how the process, from offer to acceptance to closing, works. Learn more.

Read more about Home Buying Webinar