In today’s episode, I talk about a little known strategy I’ve used for clients accounts over the last number of years. This strategy, if done correctly, could save you investment related expenses and expand the number of investment choices. Actually, It’s a strategy I’ve never seen a university employee implement on their own. Not because they couldn’t do it alone, it’s the fact that they aren’t aware the strategy exists. Have you ever heard the old adage “you don’t know what you don’t know?” Well, that fits perfectly for this retirement plan strategy. Fact is, most employees have never been told that they could do this.

In this episode, you’ll learn:

• How to find out if your university allows this strategy
• Why this strategy may be in your best interest
• More about expenses….!
• What if you have a Roth 403(b)?
• What to do if your University doesn’t allow this strategy

📆 Jump on my calendar to see how we can improve your higher ed retirement plan.

S&A Financial Services, Inc. is a registered investment

advisor. Content presented is for informational purposes only and should not be

considered as investment advice or as an offer or solicitation for the sale or

purchase of any specific securities, investments, or investment strategies.

Always consult with your tax advisor or attorney regarding your specific

situation.