An In-Depth Look at the Economy and the Markets
Roland Jacobson, Vice President, Fidelity Investments
Tue Jan 25, 12-01:00pm, Mezzanine, W20
No enrollment limit, no advance sign up
Single session event
Prereq: None
This session will focus on the US and global economies, the overall financial markets, and the effect on your investment portfolio.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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MIT Retirement Plans Overview
Ellen Cushman, and Kimberly Forness, MIT Retirement Counselors
Tue Jan 11, 12-01:00pm, Mezzanine, W20
No enrollment limit, no advance sign up
Single session event
Prereq: None
Highlights include:
An overview of the MIT Basic Pension Plan and the MIT Supplemental 401(k) Plan; A review of the features and benefits of each Plan; A discussion of the tools, information, and resources available to help with the challenges of retirement planning.
Contact: Ellen Cushman, ecushman@MIT.EDU
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Saving For Retirement: What Every Woman Needs To Know
Michelle Randolph, Senior Retirement Counselor, Fidelity Investments
Tue Jan 18, 12-01:00pm, Mezzanine, W20
No enrollment limit, no advance sign up
Single session event
Prereq: None
Highlights include:
Discussing the specific challenges for women who are saving for retirement; Studying the risks women face such as rising life expectancies, women out of the workforce, and women's compensation; Discover ways to set up an action plan to help meet your retirement goals; Finding the resources available to take control of your financial future.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Strategies for Estate Planning
Bill Collins, Vice President, Fidelity Investments
Wed Jan 5, 12-01:30pm, Bush Room, 10-105
No enrollment limit, no advance sign up
Single session event
Prereq: None
Highlights include:
The importance of estate planning; Overview of basic estate planning tools; Changes to estate tax laws and the impact on your estate plan; Strategies for estate planning that may help reduce tax liability; A road map to help you accomplish your estate planning goals.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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The Power of Tax-Deferred Retirement Savings
James Poterba
Fri Jan 14, 12-01:00pm, E51-376
No enrollment limit, no advance sign up
Single session event
Retirement savers who take advantage of tax-deferred savings opportunities, such as 401(k) Plans and Individual Retirement Accounts, have the opportunity to earn higher after-tax returns than investors who do not save in tax-deferred form. This seminar will explain the relationship between investment time horizons, rates of return, and the amount of wealth that can be accumulated for retirement.
Contact: Theresa Benevento, E52-274, x3-8883, theresa@mit.edu
Cosponsor: Economics
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