403(b) Plan

Retirement savings benefits for employees of public schools, colleges, hospitals and not for profit organizations.

If you participate in a 403(b) plan, you can contribute a portion of your salary to a retirement account.
 
We have agreements with ASPIRE and Oppenheimer Funds to assist you in setting up and servicing a 403(b) account through your school’s plan.

Your Program

You may be able to participate in your school’s 403(b) Retirement Plan program. Benefits of 403(b) plans include:
Teacher, pencil, paper.
  • Tax deferred saving  
  • Convenient payroll deduction 
  • Wide range of investment options 
  • Thousands of Mutual Funds Available 
  • May be possible to combine with other existing retirement assets 
  • No load funds available
  • Independent advisor to assist you

Tax Savings

Your contributions are made to your 403(b) account BEFORE taxes are taken out.
 
As a result, your taxes are reduced.
 
$100 contribution
X 31% Marginal Tax Bracket
(25% federal, 6% NYS)
$31 per contribution withholding
 
$100 contribution
-$31 withholding decrease
$69 decrease in take home pay
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Each $100 contribution to your plan would only decrease your take-home pay by $69. This puts more money to work for you.

JEFFREY HAHN

“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.
 
Currently, we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.
Check the background of this financial professional on: FINRA’s Broker Check.
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Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.
 
Currently, we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.
Check the background of this financial professional on: FINRA’s Broker Check.