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I am retiring soon and I need some advice from someone who tax sheltered their annual leave pay out. I'm having trouble finding someone to open an account for that annual leave check ( 403b or 457). Our county gave me a list of providers but one won't respond back and one said they can't do it! If any of you tax sheltered - who did you get to do it? What's the best for easy withdrawal and access? Who would you recommend ? ( Please - I ask the snarky and smart aleck not to reply - just colleagues who don't mind helping). Thanks.
Steve On 12/16/15, RE:Annual Leave Pay Out wrote: > I am retiring soon and I need some advice from someone > who tax sheltered their annual leave pay out. I'm having > trouble finding someone to open an account for that > annual leave check ( 403b or 457). Our county gave me a > list of providers but one won't respond back and one said >...See More
Dec 17, 2015
OP Hey Steve - yes - you can tax shelter your annual leave pay out into a 403B or 457. The county retirement specialist gives you a list of choices ( state approved firms to handle it). My problem is - the first two I contacted - Prudential and TIAA - were duds. I did not already have one of these so I have to find someone to open an account for me be...See More
Dec 18, 2015


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