Christopher J. Carrozza, CPA, ChFC®, CLU®, Matt Armendinger, and Samuel Mitcho are our Corebridge Financial (Formerly VALIC/AIG) Financial Advisors for both the NJ ABP and 403(B) plans. They will be conducting the following workshops both virtually and In-person. Registration information is provided below. Walk-ins are welcome but registrations are preferred! If you have any difficulty registering, you can contact Matt directly at matt.armendinger@aig.com. Once you register you will be emailed confirmation.
Your Retirement Plan At Work
- Your employer-provided retirement plans (ABP, PERS, 403(b), 457 Deferred Comp) and how to make the most of them
- Traditional and Roth options – the advantages and disadvantages of each. Which is better for you?
- Millennial, Generation X, Boomer – does your generation bias you to invest in a certain way? Being aware of this is important to make appropriate investment decisions
- The Essential Income Planning Pyramid – understanding it will help you plan for retirement
- Taxes! How your different retirement plans and income are taxed
- Contributions – how much you can invest each year and how those changes at certain ages
- How to remove your money from your retirement plans at the appropriate time
ON campus: 05/24 10 AND 2 PM, TRENTON HALL RM 120: REGISTER HERE
Virtual: 5/24 12 PM REGISTER HERE
Social Security and Your Retirement
- When to begin your Social Security benefits to maximize your lifetime retirement income
- How to capitalize on spousal benefits
- Benefits for divorced spouses
- How to enhance survivor income
- The impact continuing to work has on your ability to collect Social Security benefits while still working
- Planning for the tax consequences of Social Security benefits
- Changes to Social Security claiming strategies and their impact on you
- Medicare basics and costs
ON campus 6/22 12 AND 2 PM, TRENTON HALL RM 120: REGISTER HERE
Virtual: 06/21/2023 12 PM REGISTER HERE
Email Matt (matt.armendinger@aig.com) if you cannot make any of the times. All registrants will have the opportunity to schedule a follow-up meeting with Chris and Matt for a complimentary financial plan to make sure you are on the right track.