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Crucial Steps for a Smooth Transition into Retirement

Click on the Number of Months before Anticipated Retirement Date

How do I:

Start a Tax-Deferred Investment in a 403(b) SRA and/or 457(b) GSRA

Maximize my Tax-Deferred Investments

Increase, decrease or stop contributions to an existing 403(b) SRA and/or 457(b) GSRA

Update/change my beneficiaries

Find out how much vacation hours I will be paid off when I retire

Find out if I am eligible for a Retirement Service Award

Find out if I am eligible for health insurance after retirement

Contact Retirement Vendors –

TIAA-CREF, Fidelity or MPSERS

Quick Links:

Forms

CMU Retiree & Emeritus Status

Benefits after Retirement

Social Security

Medicare

Commonly Asked Questions
6-12 months 5-8 months 3-4 months 2-3 months 1-2 months

 

What needs to be done:

  • Meet with your tax advisor or financial planner. We strongly recommend that you discuss your finances with a professional who can help you establish your long and short-range goals.
  • Contact past employers and, if appropriate, the military to find out whether you qualify for retirement income under their plans.