Employees of educational institutions and 501(c)(3) nonprofit organizations have a unique opportunity to regularly set aside money for their retirement in a tax-sheltered account. This long-term retirement account, funded through payroll deduction, is called a 403(b) tax-sheltered account, or TSA.
Although it makes infinite sense to take advantage of a 403(b) TSA program, the tax rules governing these programs are quite complicated. To help ensure that you are reaping the maximum benefits from your TSA, you should consult with a financial professional.
Features and Benefits of a TSA
Key benefits of a TSA:
Other important features of a TSA:
Lincoln Investment Can Help
To help build your retirement nest egg, you need to use every tool within your reach. A403(b) TSA is an ideal way to help build tax-advantaged retirement assets. But, like most retirement plans of this caliber, the rules about contributions, distributions and other features of a TSA plan can be difficult to understand. That is why it makes sense to turn to a TSA expert for help.
Lincoln Investment is an independent full-service broker/dealer that has pioneered in serving the retirement investment needs of educators and employees of non-profit organizations since 1968. A Lincoln Investment financial advisor stands ready to assist you with your TSA retirement investment plan and to help grow your retirement assets.
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