September 20, 2017

Pre-Retirement Workshop

NORTHERN ILLINOIS UNIVERSITY ROCKFORD, 9:00 AM

8500 E STATE ST, ROCKFORD, IL, 61108

Pre-Retirement Workshops are intended for members within five years of retirement.

The workshops will cover IMRF benefits, finances, and legal issues.

Pre-Retirement Workshops feature a presenter from IMRF who will address the steps you must take before and during the IMRF retirement application process.

September 25, 2017

Income Taxes for Retirees

IMRF Regional Counseling Center, 10:00 AM

3000 Professional Dr, Springfield, IL, 62703

INCOME TAXES FOR RETIREES

Rules for avoiding income tax on the sale of your home, how your Social Security benefits are taxed, how your income tax bracket might change if you become a widow/widower, and using Qualified Charitable Distributions to avoid tax on required distributions from IRAs. Information about rules for distributions from IRAs and other retirement accounts.

September 26, 2017

Pre-Retirement Workshop

MARINER'S VILLAGE, 9:00 AM

1 RESORT DR, CARLYLE, IL, 62231

Pre-Retirement Workshops are intended for members within five years of retirement.

The workshops will cover IMRF benefits, finances, and legal issues.

Pre-Retirement Workshops feature a presenter from IMRF who will address the steps you must take before and during the IMRF retirement application process.

September 26, 2017

Income Taxes for Retirees

CARBONDALE CIVIC CENTER, 10:00 AM

200 S ILLINOIS AVE, CARBONDALE, IL, 62901

INCOME TAXES FOR RETIREES

Rules for avoiding income tax on the sale of your home, how your Social Security benefits are taxed, how your income tax bracket might change if you become a widow/widower, and using Qualified Charitable Distributions to avoid tax on required distributions from IRAs. Information about rules for distributions from IRAs and other retirement accounts.

September 26, 2017

Personal Benefits Review

MOYER LIBRARY, 1:00 PM

618 S SANGAMON AVE, GIBSON CITY, IL, 60936

A Personal Benefits Review is a private, 15-minute meeting with an IMRF Field Representative.

During this one-on-one meeting, the IMRF Field Representative will be available to answer specific questions concerning your IMRF benefits.

Since time is limited to 15 minutes, it is important to have your questions about your IMRF benefits ready and bring the following documents and information to your review:

1. Obtain an updated IMRF pension estimate at least 30 days before your scheduled review by calling 1-800-ASK-IMRF.
2. Your last annual IMRF Member Statement.
3. A recent pay stub.
4. A copy of your Social Security report.
5. The date you first started working at your current employer.