Planning for Retirement

Human Resources

Saving for your retirement is a very important step in planning for your future, but as you get closer to your retirement date, there are other points of consideration for you to review. You should consider:

• Check in with Human Resources to review your options regarding continuation of insurance benefits
• Visit the TIAA-CREF and/or Fidelity websites to view your investments and see what online tools are available for retirement planning
• Make an appointment with a TIAA-CREF and/or Fidelity representative
• Examine and review your other retirement benefit sources
• Review your tax plans with an accountant, financial planner, or tax attorney
• Update or set up a will or trust
• Review and update your beneficiary information
• Contact your local Social Security Office or go online for information at www.ssa.gov.
• Obtain and review the Medicare Handbook by calling 800-722-1213
  Attend financial planning seminars

Start exploring websites for more information regarding retirement assistance and opportunities. Some interesting sites are:

• www.medicare.gov/ - Medicare & You booklet
• www.ssa.gov/ - Social Security Administration
• www.fda.gov/cdrh/maturityhealthmatters. - “Maturity Health Matters” newsletter – published three times a year.
• www.MatureMarketInstitute.com – select “Our Diverse Society” to read “What Today’s Women Needs to Know: A Retirement Journey”.
• www.crr.bc.edu – Publications – Special Projects - “The Social Security Fix-It Book”.
• http://www.roosevelt.edu/icl/default.htm - Roosevelt University’s Institute for Continued Learning (ICL)

Fidelity Investment Information

TIAA-CREF Investment Information

 

Human Resources