Periodically review your retirement savings and investment strategies from a Tax perspective

When it comes to saving and investing, there are essentially three different types of accounts.

1. Taxable: Taxes due on investment income in the year in which it is received
2. Tax-deferred: Tases are not due on investment income until withdrawn
3. Tax-Free: Investment income may be exempt from federal, state and/or local taxes

Ask your financial and tax professions for more information.

Review this Tax Action planner, provided by Corebridge Financial, to understand how you can take advantage of tax-smart strategies for retirement.

Corebridge Financial, is an approved asset manager for the 403b retirement savings option. 403b and 457b retirement accounts are available to both full-time and Part-time faculty and staff (non-student) employees.

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