If you’re like most teachers, it’s probably been a while since you’ve increased your contributions into your 403(b)/TSA Retirement plan. If this is true for you, give me a call or shoot me an email, […] Read more »
CalSTRS: Contribution Increases
Attention Teachers: You may or may not have heard, but back in June, Governor Brown signed Assembly Bill 1469 which will increase member, employer, and state contribution amounts over the next several years to the CalSTRS program. […] Read more »
Retirement Contribution Limits for 2014
The 2014 contribution limits will remain the same as they are for 2013. The following limits are: – $17,500 to a 401(k), 403(b), 457 or the federal government’s Thrift Savings Plan. In addition, you can add […] Read more »
Pushy 403(b)/TSA Salespeople: A True Story
Does this story sound familiar to any of you teachers out there? Here is an excerpt from an email I received from one of my clients who teaches in Tustin USD. Two guys stopped by […] Read more »
2010 Recap and Thank You!
I can’t believe it, but it’s been over 6 six years since I left the teaching profession. Although I loved teaching junior high – yes, it’s true, I did love teaching at the junior high […] Read more »
403(b) vs. Roth 403(b)
Although many teachers have heard of the 403(b), it has been my experience that most teachers have not yet heard about the Roth 403(b). So, what are the differences? The short answer: for the most […] Read more »
“It’s Like Taking the Gambling Out of the Stock Market”
The other day I was talking to an acquaintance about what I do, and about the type of investments most of my clients prefer, and after I was done explaining he asked, “So, it’s like […] Read more »