A Roth 403(b) plan is one type of tax-advantaged, employer-sponsored retirement savings account that combines elements of a Roth IRA and a traditional 403(b). While these plans share some similarities ...

Explore the essentials of a 401(k) to 403(b) rollover, understanding the process, tax implications, potential pitfalls, and ...

New IRS Notice 2024-73 provides important clarity on long-term part-time (LTPT) employees' eligibility for participation in 403(b) plans. While 403(b) plans are subject to many of the same rules that ...

The IRS has also raised the income limits for deductible IRA contributions, ROTH IRA contributions, and the Saver’s Credit, ...

A 403(b) plan is a tax-advantaged retirement savings plan designed for employees of certain tax-exempt organizations, such as public schools, colleges, universities, hospitals, and religious ...

401(k) and 403(b) plan sponsors should review their documents in light of proposed regulations under SECURE Act rules New proposed regulations clarify how employers should implement retirement plan ...

However, taxpayers with 403b (Tax-Sheltered Annuity Plan) plans were only allowed federal tax deductions and not state tax deductions. Changes in Massachusetts’ retirement law in 1998 have since ...