Roth 403b - Part 2

15/01/2022 15 min Temporada 1 Episodio 25
Roth 403b - Part 2

Listen "Roth 403b - Part 2"

Episode Synopsis

(Formally HigherEd Retire Podcast)Back by popular demand - Roth 403b topic!In this episode, Greg continues the conversation started in the last episode titled "Roth 403b" where he deconstructed what a Roth 403b is and gave 2 client scenarios that were advantageous when using the Roth feature in their higher ed retirement plan. The Roth 403b topic spurred a lot of questions not answered in the first episode. Therefore, Greg put together a list of 4 questions that you can ask yourself to find out if you're a fit for a Roth 403b. Also, Greg will shed some light as to who might be a good candidate for a Roth 403b. Informative podcasts on higher ed retirement plans found HERE. Jump on Greg's calendar to see about improving your TIAA situation. Roth 403b (1st episode regarding Roth 403b)Podcast regarding BrokerageLinkS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not beconsidered as investment advice or as an offer or solicitation for the sale orpurchase of any specific securities, investments, or investment strategies.Always consult with your tax advisor or attorney regarding your specificsituation.