A 403(b) retirement plan, also called a tax-sheltered annuity plan, is a specialized retirement plan for employees of public schools and certain non-profit organizations. The plan, like a 401(k), is ...
A Roth 403(b) plan is one type of tax-advantaged, employer-sponsored retirement savings account that combines elements of a Roth IRA and a traditional 403(b). While these plans share some similarities ...
If you have an employer-sponsored retirement plan, like a 403(b), leaving your job means you’ll need to decide what to do with your account. When retiring, you have three main options: You can retain ...
Both 401(k) and 403(b) plans are employer-sponsored retirement plans, but there are key differences between the two plans that are important to highlight. Simply put, a 403(b) plan is a type of ...
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Ask an Advisor: Will the $500k in My Retirement Account Be Taxed When My Heirs Inherit it?
I have about $500,000 in a 403(b) account. I am writing my will and I do not know whether the money in my 403(b) will be ...
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