February Meeting – February 20, 2019

The February 20 meeting of the Making the Most of Retirement special interest group will feature Shyla Eggers, Director of Public Relations at Stillwater Medical Center.  The title of her presentation is “An Update on New Developments at Stillwater Medical Center.”  This session, which will be held in the 3rd Floor Reception Area at the Stillwater Public Library, begins at 1:30.  Making the Most of Retirement is co-sponsored by the OSU Emeriti Association and the Stillwater Public Library.

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January Meeting – January 16, 2019

The January 16 meeting of Making the Most of Retirement special interest group will feature a new programming component offered for the second time:  The moderated discussion group.  The title of this session is “Tax Planning for Retirees,” and the session will be moderated by Dennis Bertholf, a retired mathematics professor who is currently a counselor in the AARP Taxaide program.  Attendees will have an opportunity to share their knowledge about various topics, to become more knowledgeable about various topics, and to ask questions about various topics related to tax planning for retirees.  Attendees will learn why tax planning for retirees is different from tax planning before retirement.  Also being covered is what is new that needs to be considered in filing one’s 2018 income tax return, as well as some strategies for reducing taxes in tax year 2019 and beyond.  The meeting, which will last from 1:30-2:30, will be held in the 3rd Floor Reception Area of the Stillwater Public Library.  For individuals who wish to do some related reading prior to the session, here are three Internet-based resources:

  1.  https://www.kiplinger.com/slideshow/retirement/T045-S003-required-minimum-distribution-rmd-tips-cut-taxes/index.html
  2.  https://www.kiplinger.com/article/taxes/T055-C032-S014-6-smart-ways-to-save-money-on-your-tax-bill.html
  3.   https://www.cnbc.com/2018/07/19/two-strategies-to-simplify-your-taxes-in-retirement.html
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November and December 2018

Making the Most of Retirement will not meet in November nor in December.  The third Wednesday of these two months (the day on which Making the Most of Retirement meets) is very close to Thanksgiving and Christmas.

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October Meeting – October 17, 2018

The October 17 meeting of Making the Most of Retirement special interest group will feature a new programming component offered for the first time:  The moderated discussion group.  The title of this session is “Estate-Planning Tips,” and the session will be moderated by Zane Quible.  The main topics that will be discussed are Transfer on Death accounts (TOD), Payable on Death accounts (POD), wills, and living (revocable) trusts.  The session, which lasts for one hour (from 1:30 – 2:30), will be held in the 3rd Floor Reception Area at the Stillwater Public Library.  Attendees will have an opportunity to share their knowledge about/experiences with the various topics, to become more knowledgeable about the various topics, and to ask questions about the various topics.  Individuals who wish to do some reading on these topics before the session are directed to the following Internet-based articles:

1.“What is ‘Payable On Death – POD’” available at                          https://www.investopedia.com/terms/p/payableondeath.asp

2.  “What is ‘Transfer On Death—TOD’” available at                https://www.investopedia.com/terms/t/transferondeath.asp

3.  “The Benefits of a Revocable Living Trust vs. a Will” available at https://www.thebalance.com/the-benefits-of-a-revocable-living-trust-vs-a-will-3505405

4.  “Beginner’s Guide to Estate Planning” available at                   http://help.legalnature.com/36446-articles/beginners-guide-to-estate-planning

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September Meeting–September 19, 2018

The September meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on September 19, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in the 3rd Floor Reception Area, Stillwater Public Library.  The speakers are Demas Nunez, who will present information about charitable gift annuities, and Ray Smith, who will present information about qualified charitable distributions.

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August Meeting–August 15, 2018

The August meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on August 15, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in Room 202 at the Stillwater Public Library.  The speaker, Dr. Ron Miller, OSU professor emeritus, will present information about pros and cons of including annuities in a retirement program.

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July Meeting–July 18, 2018

The July meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on July 18, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in the 3rd Floor Reception Area of the Stillwater Public Library.  The speaker, Dr. Timothy Walker, pastor at First Baptist Church in Stillwater, will present information about the GriefShare program available at First Baptist Church.

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