Understanding Recent Changes to Tax Sheltered Annuities

15/04/2025 12 min Temporada 1 Episodio 81
Understanding Recent Changes to Tax Sheltered Annuities

Listen "Understanding Recent Changes to Tax Sheltered Annuities"

Episode Synopsis

A 403(b) plan, also known as a tax-sheltered annuity, is a retirement savings program that many tax-exempt organizations and public education institutions offer to their employees. These plans are designed to supplement retirement income through pre-tax contributions from earnings. Recent legislation included a deferred effective date for some of the changes. This material includes those changes.