5/15/2026 9:00:00 AM
The NYS Deferred Compensation Plan is offering a special Tax-Efficient Retirement Income Webinar this month. In addition, I will be conducting our NYSDCP Countdown to Retirement Webinar. The NYSDCP is a 457b retirement plan, and our mission is to help State and local public employees achieve their retirement savings goals and help bridge any potential financial gap in retirement. I hope you will share with your staff so that anyone interested may attend. (Registration Required) Individual assistance is available using the Book an Appointment link. I am also available for on-site group presentations and staff events.
Thanks very much for your assistance and partnership.
Mark Wallace
NYSDCP Countdown to Retirement Webinar
Friday, May 22, 2026 @ 12 PM
Join us for a conversation on Retirement. This free online educational seminar discusses some important considerations for those planning for or contemplating retirement. The presentation will discuss longevity, income sources, asset consolidation, and withdrawals/required minimum distributions.
Microsoft Teams meeting
Tax-Efficient Retirement Income Webinar
Wednesday, May 27, 2026 @ 12 PM
Retirement income usually comes from multiple sources: Social Security benefits, a retirement plan or pension, cash savings, IRAs, and the sale of securities. Learn how retirement income is taxable and why strategic withdrawals from various sources can help you minimize taxes.