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.
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.
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.
Have you experienced a sudden change, such as loss of income? Is your enhanced unemployment income set to expire? Join us on August 12 to learn how to budget with intention! You’ll leave the session with a better understanding of how a few choices now can make budgeting each day easier. Learn more. Read more about HUECU Webinar - Learn How to Budget in 7 Easy Steps
This webinar on August 7 provides rules of thumb to help you save more and tips for doing it within your current financial situation. Budgeting current expenses, saving for emergencies, reducing debt, and building long-term wealth will be some of the strategies discussed. Learn more.
Everyone who is eligible for the 2020 VERIP is encouraged to attend this online session running on July 24, which provide an overview of the 2020 VERIP, review the individualized package contents and provide details about retirement from Harvard University. Other sessions are available; learn more. Read more about 2020 VERIP Information Session