Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: 403(b)

A 403(b) plan is an employer-sponsored retirement plan for certain employees of public schools, tax-exempt [501(c)(3)] organizations, and churches. The employer can purchase annuity contracts for eligible employees, or establish custodial accounts to be invested…

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If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you…

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A successful nest egg builder maximizes gain and minimizes loss. Though there can be no guarantee that any product or a financial instrument will be successful. There is always a risk, including the possible loss…

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In general, yes, a 403(b) plan for teachers is a good place to begin your retirement planning. Also known as a tax-sheltered annuity, a 403(b) plan is an employer-sponsored plan designed for employees of specific…

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A 403(b) plan is a special tax-deferred retirement savings plan that is often referred to as a tax-sheltered annuity, a tax-deferred annuity, or a 403(b) annuity. It is similar to a 401(k), but only the…

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