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

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(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)

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