TO: Staff and Faculty
FR: Work-Life Resources, Human Resources/Employee Services
RE: New UC/Fidelity Workshop: Tax Efficient Investing
WEDNESDAY FEBRUARY 19TH AT 11AM OR 1PM
Please join us as Fidelity discusses the impact of taxes on your investment portfolio and identifies strategies to help plan for taxes. We will also learn about upcoming changes in tax laws and discuss the potential impact to individuals.
Both sessions will be held in Human Resources at 3101 SAASB
Space is limited, RSVP for one of the sessions by calling Fidelity at 800-642-7131 (option 2)
M-F 8am to 12AM ET.
For complete details, upcoming in-person workshops and online webinars, please see the "myUCretirement" website. You can find links to get your retirement review; assign or review your beneficiary designation; enroll, change or cancel contributions or distributions; request 403(b) loan, review performance information, rollovers and transfer funds.