Flawed Pensions: Teachers’ 403(b)

Flawed Pensions: Teachers’ 403(b) Tax Sheltered Annuities
What do I do with my 403(b) pension plan now!?
Anthony D’Andrea

The first investigative article on Teachers’ 403(b)s was published in 1994 by Money Magazine.  Much of what was exposed then continues to make headlines today.

 

Flawed Pensions: Teachers’ 403(b) Tax Sheltered Annuities
What do I do with my 403(b) pension plan now!?

The first investigative article on Teachers’ 403(b)s was published in 1994 by Money Magazine.  Much of what was ...

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Estate Planning: Wealth Transfer Elements

Will

 A Will is a document which directs the disposition of a person’s property at his or her death in accordance with his or her wishes. The provisions of a Will become effective upon the death of the individual who executed the Will (the “Testator”) and may be altered, amended or completely rewritten by the Testator until then. Property whose disposition is directed by the terms of a Will is called “probate property.” Probate of a Will is a ...

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Now That I’m Retired, What Should I do With My Teachers’ 403(b)/Tax Sheltered Annuity?

Teachers with 403(b) Tax Sheltered Annuities are often shielded from knowledge of the options–investment and otherwise–that are available to them upon retirement.  This article will fill in the gaps left by your 403(b) adviser.

403(b)/Tax Sheltered Annuity Rollover Options

Now That I’m Retired, What Should I do With My Teachers’ 403(b)/Tax Sheltered Annuity? 

403(b) retirement plans are utilized by tax-exempt organizations in the same manner that 401(k) plans are utilized by the private sector; e.g., corporations and ...

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Social Security: A Widow’s Dilemma

Teachers who are entitled to social security benefits, as a result of their own contributions and/or the contributions of their spouse, are also victims of the government’s pilfering of the social security fund.    Fifteen percent (15%) of our income (from us and our employer) was contributed to our social security retirement fund.  Not a single cent was contributed by the government.  Now that we’ve reached the age where we need to began taking it back, they are calling the money ...

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The Bipartisan Push to Immigration Reform

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Is the legitimization of the 10 million illegal immigrants, who are already here, the best way to stop more illegals from entering the country?  A total of eight Senators came together to form what may soon become legislation in regards to illegal immigrants in the United States.  While waiting for the final draft of the bill, critics proclaim that the bill will only send the wrong message to those seeking to enter the country illegally…and ...

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