Annex Wealth Management works with teachers and public-school employees with a state pension, a 403(b) or 457(b) and questions about when to retire. The questions are specific, and so are the answers.
What we usually help with
- State pension options and survivor benefits
- 403(b) and 457(b) plans side by side
- How a pension interacts with Social Security
- When to retire for the best pension formula
- Keeping 403(b) investment costs low
How Annex Wealth Management works with teachers and educators
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Financial planning for doctors, Physician student loan planning, Cash balance plans for physicians.
This material is general information only and does not constitute investment, tax or legal advice tailored to your circumstances. Investing involves risk, including possible loss of principal. Before acting on any information here, speak with a financial advisor, tax professional or attorney about your specific situation.