Tax-Smart Ways to Save and Invest (TIAA-CREF)
March 6, 2014
Time: 12:00 PM - 1:00 PM
Location: Business Center 003
Contact Name: Laura Schoefield
Contact Phone: 410-837-5410
Contact E-mail: firstname.lastname@example.org
Join Lisa Fulco, TIAA-CREF Financial Consultant as she presents: Tax-Smart Ways to Save and Invest.
This seminar will assist employees in developing strategies that will help them minimize taxes and make the most of their savings, so employees can keep more of what they earn. Learn how a supplemental retirement plan offers employees an easy, affordable and tax-deferred way to accumulate the additional assets they may need to support a longer life span.
- Individual tax rates
- Effective withholding strategies
- Budgeting and debt management
- Tax-favored savings products: Which are the best ones to meet your needs?
- Review of favorable tax law provisions