Retirement investing can befuddle the clearest financial minds. Should you choose pre-tax or after-tax plans? Which plans are best for your situation?
Get Individualized Info...
You also can take advantage of free, one-on-one guidance from Fidelity Investments and TIAA reps. These organizations are U-M’s longtime partners in administering its retirement plans. Your appointment can be virtual or by phone to suit your schedule. Face-to-face consultations are expected to resume as public health conditions allow.
To schedule:
- Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight
- Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.
... And Web Wisdom
Monthly webinars also can help build your investment know-how. Topics to be addressed in June include:
Fidelity
Wednesday, June 9 – 1 p.m.
Women Talk Money: Rethinking Retirement
Thursday, June 17 – noon
Sustainable Investing: Making an Impact on Your Investment Goals
Thursday, June 24 – noon
Estate Planning Considerations for the LGBTQ+ Community
Take your pick of more free Fidelity webinars this month. All are offered at Eastern Time (ET).
TIAA
Tuesday, June 15 – noon
Charting Your Course: A Financial Guide for Women
Wednesday, June 16 – 3 p.m.
Well-rounded Retirement: An Overview
Thursday, June 17 – 3 p.m.
Within Reach: Transitioning from Career to Retirement
After you log in at TIAA.org, go to the Live Webinar Lounge section to view all TIAA webinars and register. Times are ET.
