April 19, 2022

Colleagues,

We are considering holding the EPIC Annual Provost’s Reception again, after the COVID hiatus. As in the past it would be an afternoon cocktail buffet in one of the lovely Faculty House rooms. (Complete vaccination, including one booster, and evidence of a negative rapid test within 24 hours of the event would be required.) For the many of you who have attended in the past, you know that it is a wonderful afternoon of meeting with colleagues and hearing from the Provost. In the most unusual time that we are in and before we move ahead with further planning, we would like to have a better sense of your possible attendance at the event.

Thank you for your response and best wishes during this holiday season,

Jeanne Mager Stellman, President of EPIC

Professor Emerita of Public Health

Tuesday Talk: Tamara Telesko

Retirement Finances

Tuesday, April 19 from 2–3:30pm

Tamara Telesko, Director of Wealth Planning Strategies at TIAA, is giving another talk to EPIC about navigating retirement finances. Her previous presentations have been informing and well received. She is speaking on the following topics and taking your questions:

· Changes from 2021 to 2022 in regulations governing retirees (e.g., changes in Minimum Required Distribution regulations and contributions to IRAs).

· Deductibility of contributions to charity from Minimum Required Distribution.

· Changes in Federal or State estate tax rates or policies that might be of interest.

· The use of trusts to accomplish estate planning objectives.



· For those just planning to retire: (a) a checklist of things to do—Medicare Part B and Part D (regulations governing premiums relating to income level); (b) the importance of estate planning with respect to 403b and IRA inheritance, avoiding probate, and so on.

Renew securely online by making your annual

tax-deductible contribution to the EPIC Gift Fund.

Or mail a check to:

Emeritus Professors in Columbia (EPIC)

202A Philosophy Hall, 1150 Amsterdam Avenue

Mail Code 9215

New York, NY 10027

Do you have questions about EPIC? Email us at epic@columbia.edu.