Public Service Educators
Employer Sponsored 403(b) / 457 (b) / Roth
Our team’s focus is in the education and enrollment of 403(b) and 457(b) plans for K-12 and Higher Education employees both locally as well as nationally. We value a one-on-one approach when engaging with our clientele so that we may provide a custom-designed strategy engineered specifically for each individual and household.
We are experienced with:
- Out of State Pension Rollovers
- IRA Rollovers
- Out of State Pension Rollovers
Done correctly, pension rollovers are tax neutral. Employees can roll their former state pension refund balances into an IRA or an employer plan like a 403(b), 457(b) or 401(k). There are several factors you want to discuss with your financial professional to ensure you are doing the right thing! If you are vested in your state pension plan, often the safest course is to leave the funds there. Our financial professionals can help you look at all the details.
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- IRA Rollovers
Have you thought about rolling your traditional or Roth IRA from one financial institution to another? Perhaps you’re looking to add those funds into an employer sponsored plan? Direct rollovers allow you to roll assets into qualified accounts. Our knowledgeable financial professionals can help you make the best decision for you and your needs.