News and Updates

3rd Quarter 2016

Realizing a Secure Retirement

As your retirement date gets closer, your plans are coming into sharper focus. It’s great to know that a few key moves can stretch your savings and improve your financial security in the years ahead. Find out more about the strategies that can make a difference. [...continued]

Plan Now to Save on Taxes Next Spring

Too many families don’t think about taxes until they file their returns in the spring. But they may be giving up valuable tax breaks because they’re not keeping track of all the expenses that could be tax-deductible. Learn more about frequently overlooked tax breaks that could save you money. [...continued]

Around ICMA-RC

Find out more about National Retirement Security Week, National Pack-a-Sack Lunch Day, how to receive information about your account through TextAccess, and the importance of updating your beneficiary designations. [...continued]

Retiree Corner: Dealing With Required Minimum Distributions

The first wave of Baby Boomers turns 70½ this year and must master a new set of rules: how and when to take required minimum distributions (RMDs) from their retirement savings accounts. Learn more about RMDs and strategies for reducing the tax bill. [...continued]

New Way to Save for Children With Special Needs

ABLE accounts are a new tax-favored way to save for children or grandchildren with disabilities. These accounts, offered by states, are similar to 529 college-savings plans, but the money can be used tax-free for qualified disability expenses for children with special needs. Learn more about opening an ABLE account. [...continued]

Ask ICMA-RC: How to View Income Projections for Your Savings

ICMA-RC can show you how your retirement savings could grow by the time you reach age 65 and how much retirement income your savings can provide. Find out how to view these projections for your retirement savings in Account Access. [...continued]

Save on Health Care Expenses

Even if you have good health insurance, you’re probably paying more for health care than in the past. Not only have premiums ben rising, but you may also have to cover a higher deductible before the insurance kicks in or pay a larger share of the costs. Learn about several strategies that can help you reduce your costs. [...continued]

Investing Spotlight: Help Picking the Right Funds

In the last issue of Quarterly News, we asked what, if any, financial challenges keep you up at night. More than a fourth of the people who answered were worried about investing in the "right" funds. The right funds can vary a lot depending on your goals, time frame, risk tolerance, and other factors. Find out more about ICMA-RC’s resources to help you create a portfolio for your situation. [...continued]

Fund Update: VT Cash Management

Find out more about an underlying fund change for plans that make available the VT or VT II Cash Management Fund. [...continued]

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