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.
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