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HR offers two retirement investment workshops April 15

Posted on Thursday, Mar. 27, 2014 — 11:37 AM

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Vanderbilt Human Resources is partnering with Vanguard to offer two free retirement investing workshops for employees. Both sessions will be presented by Vanguard, a Vanderbilt Retirement Plan vendor.

“Grow Tax-Free with a Roth 403b” 
is scheduled for Tuesday, April 15, from 9:45 to 10:45 a.m.
 at the Monroe Carell Jr. Children’s Hospital at Vanderbilt in the Wadlington A and B conference rooms.

Roth 403b contributions are made with after-tax dollars rather than pre-tax dollars. Because the taxes are paid up front, you won’t owe taxes when you withdraw from the account later, as long as you’ve reached age 59 and a half and made your first contributions at least five years earlier.

At this session, you will learn:

  • The basics of Roth 403b accounts and how withdrawals work;
  • Who may and may not benefit from a Roth 403b;
  • How to build a portfolio that suits your financial goals and risk tolerance; and
  • How to start using a Roth 403b.

“Wise Investing” is scheduled for 
April 15 from 3:45 to 4:45 p.m. at the 
Monroe Carell Jr. Children’s Hospital at Vanderbilt in the Wadlington A and B conference rooms.

This session is suggested for those new to investing. You will learn:

  • Basic facts of mutual funds and how to select funds;
  • The main types of assets mutual funds hold: short-term reserves, bonds and stocks;
  • How to build a portfolio that suits your financial goals and risk tolerance; and
  • How to use investment guidance tools.

The workshops are open to all faculty and staff, regardless of age or participation in a retirement plan. You can attend one or both sessions, and no registration is required. Please note that space is limited and seating is on a first-come, first-seated basis.

As a reminder, Vanderbilt employees who participate in the retirement plan are eligible for free retirement counseling sessions with certified professionals. There is no cost for the sessions—free counseling is a benefit of participating in the Vanderbilt University Retirement Plan. To schedule an appointment, see the Individual Retirement Plan Counseling website.

Questions?

Contact the Employee Service Center at human.resources@vanderbilt.edu or (615) 343-7000.


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