This presentation provides an in-depth overview of 403(b) and 457 retirement savings plans, specifically tailored for teachers and public-sector employees. It covers the key features, benefits, and differences between these two tax-advantaged plans, including contribution limits, withdrawal rules, and investment options. Attendees will learn how to strategically use these plans to maximize their retirement savings, the advantages of combining both plans, and important considerations for selecting the right plan based on their financial goals. The presentation also offers practical steps to get started and answers common questions to help educators make informed decisions about their retirement planning.
