Understanding the retirement plans available to you is a critical piece of proper financial planning. As education professionals, teachers or support staff, there are many different avenues to explore regarding which retirement planning strategies are best suited for your specific needs and lifestyle. The sooner you can educate yourself about the various options and strategies available to you, the more time you will have to implement them and be prepared for the type of retirement you want to live.
Attend this webinar to learn more about the following topics and questions:
- The nature of Retirement Plans
- The impact of a plan on your retirement
- Available program types and associated features
- Plan contribution limits
- What happens to your contributions
- What you are invested in
- The difference between the options in your plan
Meet the Financial Planners from Stacey Braun Associates
Gerry McGahran
IRS Enrolled Agent
Certified Financial Planner™
Paul Kiley
Masters in Taxation
IRS Enrolled Agent
Certified Financial Planner™
David Bonington
Masters in Finance
Certified Financial Planner™
Stacey Braun Associates is the provider of the NYSUT Member Benefits Corporation Endorsed Financial Planning Program. Stacey Braun Associates is not affiliated with any 403b or 457b providers and does not earn money from commissions.