Understanding 403(b) Plans and Supporting Educators Through the Pencil Project

In this episode of Plan. Protect. Invest., we discuss 403(b) retirement plans and considerations for educators as they plan for retirement. Topics include how 403(b) plans work, the differences between traditional and Roth contributions, common retirement planning considerations, and how these accounts may work alongside pensions and Social Security.

We also highlight Sgroi Lawley’s Annual Pencil Project Promotion, an initiative created to recognize and support educators throughout Western New York by providing classroom scholarships to help enhance learning opportunities for students.