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Financial Tools for Educators

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Home | California Teachers Association - Financial Tools for Educators | prod.ctainvest.org Reviews
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Financial Tools for Educators
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Home | California Teachers Association - Financial Tools for Educators | prod.ctainvest.org Reviews

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Financial Tools for Educators

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ABC's of 403b's | California Teachers Association

http://prod.ctainvest.org/home/403b-457-Plans/403b/ABCs-of-403b.aspx

403(b) / 457 Plans. Insurance and Estate Planning. 403(b) / 457 Plans. Please rate this page. A 403(b) plan is a voluntary defined contribution retirement plan for employees of public schools, employees of eligible tax-exempt organizations and some ministers. It’s similar to a 401(k) plan in the private sector. You Control a 403(b). With a 403(b), you (the participant) make contributions to the plan, up to allowable limits, on a pre-tax basis from your paycheck. You choose the investments from among ...

2

403(b) / 457 Plans | California Teachers Association – Financial Tools for Educators

http://prod.ctainvest.org/home/403b-457-Plans.aspx

403(b) / 457 Plans. Insurance and Estate Planning. 403(b) / 457 Plans. 403(b) / 457 Plans. Comparing 401(k), 403(b), 457 Plans. Why You Need a 403(b) or 457 Plan. Saving with a 403(b) or 457 Plan. Planning to Cover Future Healthcare Costs. Benefits Of Starting Early. How Fees Affect Your Return. Don't Turn Your Retirement Plan into an Emergency Fund. Divorce and Your Retirement Plan Rights. Investment Options in Your Plan. Roll Over Your 403(b) or 457 or Leave It with Your Employer? What Is A Roth 403(b)?

3

Understanding Asset Allocation | California Teachers Association

http://prod.ctainvest.org/home/investing/choosing-your-investments/understanding-asset-allocation.aspx

403(b) / 457 Plans. Insurance and Estate Planning. Please rate this page. You’ve no doubt heard the proverb about avoiding a total loss: Don’t put all your eggs in one basket. If you drop one basket and the eggs break, you’ll still have intact eggs remaining in the other baskets. That’s pretty much the argument for applying this maxim to your investment portfolio. The mix of different investments you have in your 403(b) or other investment account). A Closer Look at Three Major Classes. Such as Treasury ...

4

Calculators

http://prod.ctainvest.org/home/calculators.aspx

403(b) / 457 Plans. Insurance and Estate Planning. Use these calculators to help estimate your future savings and expenses. By estimating your retirement needs, you can help create a strategy for reaching your goals. After all, you need to know where you are going in order to get there! How Much Can I Save in My 403(b) or 457 Plan? Projected Retirement Expense Calculator. Calculator to determine if you are saving enough to cover your expenses. How Much More Do I Need to Save for Retirement? This calculat...

5

FAQs | California Teachers Association – Financial Tools for Educators

http://prod.ctainvest.org/home/faq.aspx

403(b) / 457 Plans. Insurance and Estate Planning. Can I switch within the Oppenheimer family or even other approved sources within LAUSD? Will I qualify for Social Security when I retire? What questions should I ask my 403(b) advisor when I sign up? I am 36 and would like to start a 403(b) or 457 plan. I would like to put $200 a month into the plan that I choose. I pay into Social Security through one job and also pay into CalSTRS. How does that affect my retirement? 403(b)/457 costs and surrender fees.

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Home | California Teachers Association - Financial Tools for Educators

403(b) / 457 Plans. Insurance and Estate Planning. Explore the basics of a 403(b). Learn about my CalSTRS plan. Find out about CalSTRS workshops. Learn more about investing. Save for my child's education. Develop a spending plan. Buy my first home. Plan for retirement in my 20s. Learn more about Social Security. Your Personalized Financial Checklist. Read The CTA Educator’s Retirement Planning Guide. Watch the cartoon featured at our conferences. Will I qualify for Social Security when I retire?

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