TIAA Simplified for HigherEd

What is Roth 403b


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(Formally HigherEd Retire Podcast)

In this episode, Greg Shepard will unpack the Roth 403b for you to decide if it's a good option for you. Most likely, your plan now gives you the option of contributing to a Roth 403b through your employer retirement plan.

In this episode, Greg will go over....

  • What is a Roth 403b?
  • How the Roth 403b compares to a traditional 403b
  • Who might benefit from a Roth 403b
  • How to begin a Roth 403b

You don't want to miss this episode! Next to the BrokerageLink feature, this is the most underutilized feature of MOST university retirement plans (not all plans allow for Roth feature). Invest the time to listen to this short podcast. Your future self will thank you....!

Jump on Greg's calendar to see about improving your TIAA situation.

Other informative podcasts on Univ retirement plans can be found HERE.

Not sure what BrokerageLink is? Check out this podcast....

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.

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TIAA Simplified for HigherEdBy Greg Shepard

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