Financial Success is an intricate puzzle.
We'll help you put the pieces together.
"Knowing where you stand in your quest to accumulate enough money for retirement is an incredibly important part of the planning process."
-Jean Chatzky
A 403(b) plan permits you to accumulate money on a highly tax-favored basis, to supplement teacher retirement or another retirement plan.
Additionally, your 403(b) monies can follow you wherever you go. They can be transferred to other employer plans or into a traditional IRA.
If you are changing jobs or retiring, one of the most important decisions you may face is how to handle your 401(k). With the average duration of employment being less than 2 years, you could easily accumulate multiple 401(k)s in your career. Contact us today, to see how we can help consolidate your 401(k)s into an IRA.
