403b Review Program
A 403(b) plan is a type of tax-sheltered retirement plan that has a lot in common with the more widely recognized 401(k) plans. A 403(b) plan is for employees who work in organizations that serve certain religious, charitable, scientific, public safety testing, literary or educational purposes. If you are eligible to participate in a 403(b) plan, you should know that there are a lot of benefits. Some of the benefits are as follows; 1) Contributions Are Tax Deductible. 2) Taxes Are Paid on Distributions in Retirement. 3} Some 403(b) Plans Have a Roth Option. 4) Savings Grow Tax-Free. 5) You Can Take Out a Loan on a 403(b). 6} Employers Can Offer Matching Contributions. 7) Contribution Limits Are Higher than for IRAs. 8) Additional Contributions May Be Possible Based on the ’15-Year Rule’.
What Retirement Certainty can do for YOU?
Balance your goals for tomorrow with your needs for today.
We provide the resources, guidance, and solutions you need to plan your retirement. Whether just starting out or enjoying tenure or looking to retire shortly, we have the tools to help you succeed.
Choose the investment and income solutions that work for you.
Retirement planning can be confusing with so many 403(b) and retirement income options available. As a licensed agent, I have the knowledge and experience you need to answer your questions and provide a personalized analysis of your retirement. With your best interests our top priority, I will help you plan and invest for a retirement designed for success. Get the encouragement and support you need to take the next step in achieving your financial dreams.