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403b

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403B Account Changes

by Jeff Rose on December 4, 2008

in Retirement Planning

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My firm LPL Financial is changing its policies on 403b accounts. This change is in accordance with the new IRS regulations on 403b plans. Whether a client of LPL Financial or not, your 403b may fall under the same policy. You may want to double check with your employer or 403b provider to see how this affects you. […]

Transferring 403b’s?: Here’s What You Need To Know

November 24, 2008 Retirement Planning

Are you currently contributing to your 403(b) plan at your employer? Have you recently received a letter from your employer in regards to the changing regulations that are occurring in the New Year for 403(b) providers? Did you receive this letter and are now even more confused in regards to your 403(b) going forward? If [...]

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403b Maximum Allowable Contributions

November 4, 2008 Retirement Planning

In a previous post, I had talked about what the basics of a  403(b) Tax Sheltered Annuity. As a recap, a 403(b) is a type of retirement account that’s only offered to a certain type of employees. To these types of employees, it is the equivalent of their 401(k). What makes 403(b)’s unique is that [...]

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What is a 403b?

August 7, 2008 Retirement Planning

A 403(b) plan is a tax-advantaged retirement savings plan available for public education organizations, some nonprofit employers (only US Tax Code 501(c)(3) organizations), and self employed ministers in the United States. The tax treatment is very similar to that of a 401k. Most people that I run into that have a 403(b) option are teachers, [...]

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