Roth IRA or Roth 403b: Making Best Investment Account Choice for Higher Education Retirement Plans

Greg Shepard - S&A Financial Services, Inc.

Higher Ed Employees - Roth IRA or Roth 403(b)?

Join Greg Shepard from S&A Financial Services in this informative YouTube video focused on helping higher education professionals make the optimal investment account choice for their retirement plans.

Greg addresses the question of whether a Roth IRA or a Roth 403b is a better option, shedding light on the key differences between the two.

He emphasizes the importance of consulting with a specialized financial advisor who understands the intricacies of higher education retirement plans.

Discover the income caps and contribution limits associated with each account type, and learn how a Roth 403b can be advantageous for high-income earners.

Greg shares a real-life example to illustrate the potential benefits of the Roth 403b and highlights the possibility of spillover contributions to a Roth 457.

Don't miss this opportunity to explore the best investment options for your future. Watch now and make informed decisions about your retirement planning.

NO INCOME RESTRICTIONS FOR ROTH 403(B)!!
===========================

Get Started Today ➡ https://www.safinancialservices.com/

🔔 Make sure to subscribe here to get notifications of future videos
@TIAAsimplified

📆 Jump on my calendar to see how we can simplify your TIAA life....
https://calendly.com/greg-safinancial...

🎤 Explore the Podcast
   • Podcast  

email: [email protected]

913-521-2381

Disclosure 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.