News and Updates,Custom

3rd Quarter 2018

Smart Year-End Financial Moves

As the year closes out, this is your last chance to take advantage of some financial benefits for 2018. The following steps can help you stretch your money, save more, and take advantage of key tax breaks before the end of the year. [...continued]

New Law Makes Credit Freezes Free

One way to protect yourself from identity theft is to freeze your credit, which prevents new creditors from reviewing your credit report and makes it harder for identity thieves to take out credit in your name. Until recently, credit freezes were costly in many states. But a recent law made credit freezes free in every state starting September 21. [...continued]

Around ICMA-RC

Learn more about the Am I On Track tool, which provides you with a personalized retirement readiness score. Also find out about ICMA-RC’s Account Aggregation service and a video to help you learn more about 457 plans. [...continued]

Retiree Corner: When and How to Take RMDs

After saving for retirement for years, you finally have to start taking the money out. You have to start taking required minimum distributions (RMDs) from your 457 plan, any 401 plans and traditional IRAs after you turn age 70½. Find out more about the deadlines for taking these annual withdrawals, how to calculate the required amount, and ways to have ICMA-RC distribute your RMD automatically. [...continued]

Essential Estate-Planning Documents

Having some key estate-planning documents lets you control what happens to your assets and health-care decisions if anything happens to you. Learn more about the importance of having a will, health-care proxy, living will and a durable power of attorney, and why you should keep your beneficiary designations up to date. [...continued]

Investing Spotlight: Target-Date Funds and Their Role in a Portfolio

It’s important to match your investments with your time frame. Fortunately, you don’t need to make these decisions on your own. Most retirement plans make available target-date funds among their investing options. With these funds, investing professionals create diversified portfolios based on different expected retirement dates. [...continued]
Return to top