403(b)s

By Steve Savant

Ash Brokerage Corporation


Nonprofit 403(b)s have been around for a long time and are generally associated with teachers and tax-sheltered annuities. Then others related to education are added to the mix like school bus drivers and janitors. The tactical use of 403(b)s can extend to other nonprofits, and there may be good reason to explore the creation of one for your clients. Steve and Michael suggest an obscure opportunity that may be what you’re looking for to cut your practice out of the pack of financial planners.