Artwork for podcast TIAA Strategies With Independent Expert
Roth 403b - Part 2
Episode 2515th January 2022 • TIAA Strategies With Independent Expert • Greg Shepard
00:00:00 00:15:42

Share Episode


(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.

Roth 403b (1st episode regarding Roth 403b)

Podcast regarding BrokerageLink

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