Savings Plus - Nearing Retirement

Facilitated By:

Joshua Hayes, Retirement Specialist - Savingsplus

Description:

Now that retirement is right over the horizon, you'll want to know all the benefits of Savings Plus that apply to you. We'll discuss maximizing your Savings Plus deferrals in your last few years of employment, withdrawing your funds after retirement, and why you should keep your funds with Savings Plus after you retire. 

Objectives
By the end of this workshop you will:

·     Learn how to maximize deferrals in your final years of employment
·     Discover the tax consequences of making withdrawals in retirement
·     Find out why transferring out to an IRA might nullify many of the benefits of the state 401(k) and 457 plans
Understand the different strategies of investing after retirement

Registration Information:

Register for this session in Three Easy Steps:

1.     Visit CSUN's Employee Learning & Training site via the myNorthridge Portal: https://ds.calstate.edu/?svc=skillsoft&org=csun;

2.     Select the "Instructor Led Training Sessions" link under Upcoming Events, and scroll until you find the name and date of the program;

3.     Select "Actions," and select "Enroll in this Session."

Shortly after you successfully enroll, you’ll receive an email notification. If you click on the calendar icon in the message, your outlook calendar will open allowing you to place the item as an appointment on your calendar.

If you require an accommodation to attend this program, please contact the Human Resources at x 6566 at least 7 business days in advance of the program.

If you are interested in attending this session but unable to because of a conflict in when it is being offered; or have a topic for a suggested workshop or training, please let us know by accessing and completing this FORM.

Return to CSUN's Professional & Personal Development Training Calendar at: http://www.csun.edu/development/training.