URS Early to Mid-Career Seminar: May 6, 2022

Agenda

8:30 a.m.:       Social Security

9:45 a.m.:       Retirement Savings Plans (401k, 457, Traditional IRA, Roth IRA)

11 a.m.:   Tier System Breakout

                Tier 1 Noncontributory/Contributory

                Tier 1 Public Safety/Firefighter

                Tier 2 Hybrid Public Employees

                Tier 2 Hybrid Public Safety/Firefighter

                Tier 2 Defined Contribution Plan (401(k) Option)


Recorded Sessions

Why Choose my529?

Division of Securities

Estate Planning with Wade Taylor

Transition to Retirement: Creating Your Retirement Lifestyle


Seminar Booklets

Download the booklet based on your retirement system for supporting information to the recorded sessions above. 

Tier 1 Noncontributory

Tier 1 Contributory

Tier 1 Firefighter

Tier 1 Public Safety

Tier 2 Public Employee Hybrid Plan

Tier 2 Public Safety & Firefighter Hybrid Plan

Tier 2 401(k) Plan


Estate Planning

Estate Planning Brochure and Contact Information