403(b) Plans

When it comes to planning for retirement, a 403(b) Plan is another option to consider.  Similar to 401(k) Plans in terms of features, 403(b) Plans can also be built through salary deferral contributions.  While you may already know the basics of a 403(b) Plan, there are steps you can take to help you get a better return and make the most of the plan to which you contribute.

If you’d like to learn more about getting the most out of your 403(b) Plan, or if a 403(b) plan is something you’re interested in starting, don’t hesitate to contact us or visit our office in Louisville, KY.  You’ll speak directly to a helpful and informative adviser who will answer any questions and, if your objective is to improve the state of your current accounts, can review your statements to determine if they’re best serving you. Whether your financial plan includes preparing for retirement, saving for college, or building wealth, we look forward to helping you get started on the road to achieving your financial goals.