TUL Retirement Planning Seminars – Presentations

April 20, 2022
9:00 am & 3:15 pm Hangar 3&4 Townhall Room

Wendy Drake – AA Retirement & Pensions
Laura Steljes – AA Benefits
Alex Steel – Fidelity

2022 Retirement-AA Presentation in PDF

Mark Loeber – The Advancement Group

    • Which Pension Benefit is best (Single Life, Joint & Survivor and Leveling & Guaranteed Options)
    • Converting Sick Time to your RHRA Account (Must be elected 4 months prior to retiring)
    • Six Health Insurance Options prior to Medicare at 65
    • Understanding Medicare and when to enroll in Part A & B to avoid late enrollment penalties
    • Social Security Claiming (Taxation, Spousal Benefits, Working and Receiving Benefits, Widows Benefits)
    • Filling-out Your AA Pension Kit: Completing your pension form so benefits are not delayed
    • Income Taxes (Federal and State Tax withholding on Pension, Social Security, and Investment Income)
    • Dealing with your 401(k): what if I have a loan and what to do with it upon retirement
    • Long-term Disability and When to Start my Pension
    • Managing my AA Benefits if I become disabled
    • Estate Planning (Trusts, Wills, Financial & Healthcare Power of Attorney, Advanced Directive
    • Survivor Support Services: what do my beneficiaries do next

Loeber- TWU Local 514 Members April 20, 2022 Presentation PDF