Understanding Recent Changes to Tax Sheltered Annuities

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

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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.

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