Top Mistakes to Avoid in 2024 When Retiring From a University

April 17, 2024 1:00 PM Central

Preparing for retirement during your career as a university professional can be both exciting and daunting. While there is much to look forward to as you approach this major milestone, it’s easy to make some planning mistakes.

This webinar will identify practical tips to help university professionals assess their situation ahead of retirement. Join CERTIFIED FINANCIAL PLANNERS™ John Clarke and James Haygood as they discuss:

  • How SECURE Act 2.0 may impact your retirement
  • Are ROTH conversions right for you?
  • What will happen if the Tax Cuts and Jobs Act expires in 2026?
  • How changes in interest rates can impact your TIAA Traditional
  • What you should be doing with your portfolio this year

When retiring from a university, it’s important to do your homework. Join us to learn more.

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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.