by Kathy W Bryant | Apr 11, 2024 | Benefits, For System Office Staff
CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on April 16, 18, 22, 24 and 25. If desired, there are video/screensharing capabilities available at the time of your... by Kathy W Bryant | Apr 5, 2024 | Benefits, For System Office Staff, Retirement News
In 2023, it was announced that after a careful review of our retirement program, the University decided to move from two retirement plan recordkeepers (TIAA and Fidelity) to a single recordkeeper (TIAA) for all UNC Retirement Plans. The move to a single recordkeeper... by Kathy W Bryant | Apr 5, 2024 | Benefits, For System Office Staff, Retirement News
How to protect yourself and avoid being a victim The IRS has warned that financial scams are on the rise. Decrease your chances of becoming a target by knowing what to watch for. Scammers may contact you via phone, email, text or social media and then impersonate the... by Kathy W Bryant | Apr 5, 2024 | Benefits, For System Office Staff, Retirement News
How many federal tax brackets are there? Three Five Seven Nine True or False: All of your income is taxed at the same rate for federal True False Which action is one you can take to lower your taxable income for federal taxes? Invest in gold Open a Certificate of... by Kathy W Bryant | Apr 5, 2024 | Benefits, For System Office Staff, Retirement News
Important Tax Dates: Tax Deadline Day: April 15, 2024 Deadline to file for an extension: April 15, 2024 Extension filers Deadline Day: Oct. 15, 2024 Taxes are something that anyone rarely looks forward to and are frequently misunderstood. It’s an important to know how... by Kathy W Bryant | Apr 5, 2024 | For System Office Staff, Retirement News
As April kicks off Financial Literacy Month, it’s a great reminder to take the time to learn more about managing your finances and working to improve them to make it easier to achieve your goals. Financial literacy isn’t only about planning for retirement, it’s about...