Retirement Planning

We all have a "someday" list.

Retirement might be the time your "someday" becomes "today." Make this the year you commit to saving for your "someday." These resources can help you learn how.

Planning to work in retirement or already doing so? Learn how your Social Security benefit and taxes may be affected.

Planning to retire soon? Consider these five factors.

If you’re looking forward to the freedom that retirement brings, here’s a checklist of things that can help you prepare, both financially ...

Creating an estate plan is easier than you think.

After working hard to build your retirement savings, don't let taxes take a big bite out of them.

If you have left University employment and are age 70 or older, you must withdraw a minimum amount from your UC 403(b), 457(b), and DC Plan accounts.

A new law means that two claiming strategies will be off the table in the coming months.

When was the last time you thought about your beneficiary designations?

Are you doing enough to protect what you’ve saved?

Taking Social Security as soon as you're eligible is tempting, but there's a trade-off.