Webinars | Details |
Financial Wellness and Mental Health To boost employees’ mental and financial wellbeing, leading organizations are gauging individual employee needs, providing services that integrate mental and financial health, fostering knowledge exchange and resource-sharing, and adopting a “whole person” model of support. | Wed., Aug. 7, 2024 at 1 p.m. Register |
Opening the Doors to the Future: Save in a 529 College Savings Plan In this webinar you can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or another loved one. | Tues. Aug. 13, 2024 at 2 p.m. Register |
Live with Confidence in Retirement: Five Steps to Creating Your Retirement Income Plan If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets. We’ll help you prepare by discussing how to estimate your expenses, understand income sources, withdraw your retirement assets and review and adjust your plan as needed. | Wed., Aug. 21, 2024 at 12 p.m. Register |
inflation
Be ready for next year: IRS Tax Withholding Estimator helps ensure withholdings are correct for 2024
Be ready for next year: IRS Tax Withholding Estimator helps ensure withholdings are correct for 2024
WASHINGTON The IRS encourages taxpayers to use the IRS Tax Withholding Estimator to ensure they’re withholding the correct amount of tax from their pay in 2024.
This digital tool provides workers, self-employed individuals and retirees with wage income a user-friendly resource to effectively adjust the amount of income tax withheld from their wages.
The Tax Withholding Estimator will help taxpayers avoid unwanted results in 2024 if the refund for their 2023 return was too large, too small or if they received a surprise tax amount due.
Benefits of using the Estimator
For employed individuals, withholding refers to the federal income tax amount deducted from their paycheck. Taxpayers can use the Tax Withholding Estimator’s findings to decide whether they should fill out a new Form W-4 and give it to their employer. This process can, for instance:
- Ensure the correct tax amount is withheld, preventing a surprise tax bill or penalty during tax season, and
- Decide whether to reduce upfront tax withholding, increasing take-home pay and potentially reducing any tax refund at the end of the tax year.
When should taxpayers use this tool?
The IRS suggests taxpayers review their withholding at least once annually. For anyone who’s recently completed their 2023 return, now is an ideal time to do so. It’s also wise to use this tool after significant life events like marriage, divorce, buying a home or having a child.
When using the withholding calculator taxpayers should consider all forms of income, including part-time work, side jobs or the sale of goods or services commonly reported on Form 1099-K.
What records are needed?
The Tax Withholding Estimator’s results are only as accurate as the information entered. To help prepare, the IRS recommends taxpayers gather:
- Their most recent pay statements, and if married, for their spouse,
- Information for other sources of income, and
- Their most recent income tax return in 2023, if possible.
While the Tax Withholding Estimator works for most taxpayers, people with more complex tax situations should instead use the instructions in Publication 505, Tax Withholding and Estimated Tax. This includes taxpayers who owe alternative minimum tax or certain other taxes, and people with long-term capital gains or qualified dividends.
Additional information
Tax Withholding Estimator FAQs
*Information above has been provided by the April 17, 2024 edition of the IRS Newswire. Visit irs.gov for more information.
May Financial Wellbeing Events
Opening Doors To the Future: Save in a 529 College Savings Plan In this webinar, you will learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or another loved one. | Wednesday, May 1, 2024 11 a.m. Register |
Fidelity Help Desk with Susan Screenton Location: Lobby Café | Monday, May 6, 2024 at 11 a.m.-1 p.m. |
Invest for Success: Five Principles You Need to Know No matter where you are in your career journey, this webinar will help you understand the key principles of investing for retirement. From compounding to handling taxes to choosing investments, you’ll learn that how you invest for retirement is just as important as how much you save. | Tuesday, May 7, 2024 1 p.m. Register |
Healthcare Heroes: Take Control of Your Financial Future Money help just for you. When you need it. Everything you do, you do with care. We can help you do the same with your money. | Thursday, May 9, 2024 at 1 p.m. Register |
Basic Estate Planning Strategies Ensuring that our assets will pass to loved ones and causes that are near and dear is important to most of us. Discover the components of a basic estate plan and strategies to ensure that your wishes are met. | Thursday, May 16, 2024 2 p.m. Register |
Make the Move Toward Long-Term Financial Security: Your Mid-Year Retirement Check In For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It takes you through the keys to successful money management, how to juggle competing financial demands and retirement saving strategies that can help put you on the path to lifelong financial security. | Tuesday, May 21, 2024 12 p.m. Register |
Student Loan Repayment & PSLF Q&A Zoom
On April 17 at noon, Janice Nottenkamper, from the Student Loan Repayment & PSLF webinar will host a 30 minute Q&A session via zoom.
This event will not be recorded.
Please do not forward the invitation you receive for this Zoom. Please ask others that wish to attend to register as well.
This event has already occurred. Please watch the announcements for more sessions from Janice Nottenkamper.
Planning Your Retirement: What You Should Know About Social Security
Join Tonya Cater from the Social Security Administration for an in-person presentation: Planning Your Retirement: What You Should Know About Social Security on April 10 at 11a.m. in the Rahn Building, 8th floor, room 8240.
March TIAA Webinars
(After each event, recordings of them will be available for viewing for 90 days! Register with the QR code below for
access.)
The Starting Line: Beginning to Save for Retirement
Wednesday, March 6, 2024 at 11:00 a.m.
There’s no time like the present to save for the future. Retirement may not seem especially pressing right now, but the truth is, now is when you can do the most good for your future.
Register
Attention to Detail: Financial Finishing Touches for Women
Thursday, March 14, 2024 at 12:00 p.m.
What does your financial future hold? Financial success can often complicate your life, and we’d like to help. You’ll learn some ways to stay in control of the portfolio you’ve accumulated.
Register
Paycheck for Life: Set your sights on retirement security
Wednesday, March 20, 2024 at 11:00 a.m.
Do you have a plan to avoid outliving your retirement savings? In this webinar, you’ll learn how to leverage a portion of your savings to create a retirement paycheck that’s guaranteed as long as you live.
Register
Live with Confidence in Retirement: Five Steps to Creating Your Retirement Income Plan
Tuesday, March 26, 2024 at 2:00 p.m.
If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings.
Register
February TIAA Webinars
(After each event, recordings of them will be available for viewing for 90 days! Register with the QR code below for
access.)
Thursday, Feb. 1 at 2 p.m.
Opening the Doors to the Future: Save in a 529 College Savings Plan
Planning on supporting a child, a grandchild, another loved one or yourself through college? Join us to learn how to invest in a 529 plan — a state-sponsored plan that provides tax advantaged saving for college costs.
Tuesday, Feb. 6 at 11 a.m.
Inside Money: Managing Money and Debt
Everyone talks about a budget, but how many of us actually use one? Most people have some debt, but how many of us understand its effects on our lives and futures? Let us show you the real impact of budgeting and debt — and how to help make your money work for you.
Register
Thursday, Feb. 15 at 1 p.m.
She’s Got It: A Woman’s Guide to Saving and Investing
Women face unique challenges when saving for retirement, such as making less, working fewer years and living longer. Let us show you how smart saving and investing techniques can help you overcome these obstacles to a secure and successful retirement.
Register
Wednesday, Feb. 21 at noon
Gaining Insight: Navigating Debt Consolidations & Understanding the Mortgage Process
Join our upcoming webinar to learn how to manage debt more effectively and how debt consolidation works. We’ll break down the process of obtaining a mortgage with an overview of each step, starting with how to find the right loan from a credible lender.
January Walk with a Doc
The January Walk with a Doc events will be held at a new location!
The walks will be held on the new walking path near the Fitness Court on the UAMS- LR Campus. Parking for the event will be in Parking 3. The fitness court is accessible via the sidewalk from Parking 3 and is located at the corner of 4th street and UAMS Boulevard southbound.
The January 6 event at 9 a.m. will feature Ples Spradley, M.D. and medical student Nadia Safar as the guest speakers. Join Dr. Spradley and Ms. Safar for a walk and talk about the Mediterranean diet and weight loss.
![Photos of Dr. Ples Spradley and medical student Nadia Safar.](https://gethealthy.uams.edu/wp-content/uploads/sites/15/2023/12/Digital-Slide-WWAD-January-2024-1024x697.png)
TIAA Financial Consultant Schedule 2024
Set Up a Meeting & Plan with Confidence
Schedule time with a financial consultant. Making decisions about your money can feel difficult, especially when it comes to retirement. But you don’t have to go it alone—especially since access to our financial consultants is included as part of your retirement plan.
They can help you determine whether you’re:
- Saving Enough
As your retirement provider, we’re here to help you have the retirement you deserve. - Invested Appropriately
From growth to preservation and more, we can help keep your goals and investments aligned. - On Track
As life changes, your goals can too. We’ll help you reevaluate and make updates as needed.
Why wonder about how you’re saving when you can get guidance and advice instead? Even better, it’s available at no extra cost. *
Documents to bring to your meeting:
- Investment statements
- Retirement statements
- Savings statements
2024 Dates
January 9, 2024 | IDW 213 | Angie Cutler | 8:30 am – 4:30 pm |
January 18, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
January 24, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
February 1, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
February 8, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
February 14, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
February 22, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
February 29, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
March 5, 2024 | ED2 – G 102 | Eric Britt | 8:30 am – 4:30 pm |
March 12, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
March 28, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
March 14, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
Schedule Time with a Financial Consultant Today
Visit TIAA.org/schedulenow to set up a meeting or call 800-732-8353 weekdays from 8 a.m. to 10 p.m. (ET)
*Based on independent third-party advice methodology.
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities
laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any
particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity
Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.
Investing involves risk of possible loss of principal.
Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a
condition to any banking service or activity, and may lose value.
©2022 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017
December Financial Webinars
(After each event, recordings of them will be available for viewing for 90 days! Register with the QR code below for access.)
Tuesday, Dec. 5 at 3 p.m.
Live with Confidence in Retirement: Five Steps to Creating Your Retirement Income Plan
In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets.
Register
Thursday, Dec. 7 at noon
Make the Move Toward Long-Term Financial Security: Your Mid-Career Retirement Check-In
For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It reviews the keys to successful money management and shows you how to juggle current financial demands with future retirement saving strategies. The goal is to make sure you’re on the path to lifelong financial security.
Register
Tuesday, Dec. 12 at 2 p.m.
Write Your Next Chapter: 5 Steps to Setting Your Retirement Date
Set your retirement date with the help of these five steps! These include estimating retirement expenses, closing any income gaps, understanding key milestones that can impact your retirement finances and protecting your savings.
Register
Wednesday, Dec. 13 at noon
Geared to Women: Establish Your Retirement Plan: A Start-to-Finish Guide
Developed with women in mind, or for anyone who wants to think ahead about their finances! This webinar will help you understand your income inflow and outflow and how to balance them, saving strategies and creating a solid foundation for financial well-being.
Register