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Wealth Management Strategies
Wealth Management Strategies
Services
Blog
About
Meet Dee
Contact
Services
Blog
About
Meet Dee
Contact

Helping Clients Manage Risks and Grow Assets.

403(b) or Tax-Sheltered Annuities (TSA) Retirement Plans and Investment Options
Dee Turkalj 6/15/13 Dee Turkalj 6/15/13

403(b) or Tax-Sheltered Annuities (TSA) Retirement Plans and Investment Options

A 403(b) plan is retirement savings plan available for employees of public educational institutions and specific tax-exempt organizations as determined by Section 501(c)(3) of the IRS Code.

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Dee Turkalj is licensed to sell insurance in the state of California (California License No. 0F69349)

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This site does not provide financial, insurance, legal, or tax advice and should not be relied upon as a basis for investment decisions. The information contained in this site is not designed to meet the specific needs of individual investors. We recommend that you consult with your investment professional or tax advisor concerning your own individual situation. You may also contact us to schedule a personalized counseling session.

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The products offered with the guaranteed rate of return is secured by the general assets of the insurance company. Investors should consider the financial strength of the insurance company that sponsors the annuity. This can affect the insurance company’s ability to pay claims.

Fixed and Indexed annuities are not suitable for short-term investment goals as substantial taxes and insurance company charges may apply if you withdraw your money early from thefixed or indexed annuity.

Investors should carefully consider the financial strength of the insurance company that sponsors the variable annuity. This can affect the insurance company’s ability to pay claims beyond the value of your account in the investment options, such as the death benefit. Investors should note that variable annuities are suitable for long-term investors only. Variable annuities are not suitable for short-term investment goals as substantial taxes and insurance company charges may apply if you withdraw your money early from the variable annuity. Variable annuities involve investment risk and will fluctuate in value.

Neither Dee Turkalj or Wealth Management Strategies offer tax or legal advice.

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