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403(b) Plans
What Is A 403(b) Retirement Plan?
Why Participate in a
403(b) Plan?
How Much Can I Contribute?
What Are My Funding Options?
Funding Options - Annuities
Funding Options - Mutual Funds
Choosing the Right Investments for You
Variable Annuities vs. Mutual Funds
What If I Leave My Current Employer?
What If I Need the Money Before I Retire?
What Happens When I Retire?
Make the Most of Your
403(b)
For More Information
For More Information

Consumer Information from the Federal Government
The quarterly Consumer Information Center Catalog lists more than 200 helpful federal publications. Obtain a free copy by calling 888-8-PUEBLO; on the Internet at www.pueblo.gsa.gov.

Helpful Websites
www.irs.gov/publications
Publication 571 (12/2004), Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations. Provides a comprehensive discussion of the 403(b) plans including latest changes.

www.dol.gov/ebsa/publications/wyskapr.html
This Department of Labor link provides a good overview on what you should know about your retirement plan.

www.403bwise.com
Provides valuable 403(b) information and education to help make investment decisions, whether directing one’s own 403(b) or using the services of an agent or advisor.

Life Advice®
A free resource for consumers. If you would like more information or would like to obtain other Life Advice brochures, call: 1-800-METLIFE or contact your local MetLife representative.


Circular 230 Disclaimer - The information contained in this article (including attachments) concerning Federal tax issues is not intended to (and cannot) be used by anyone to avoid IRS penalties. This article is intended to support the sale of insurance, annuity and other financial products and services. You should seek advice based on your particular circumstances from an independent tax advisor.

MetLife and its agents and representatives may not give legal or tax advice. Any discussion of taxes in this article or related to this booklet is for general information purposes only and does not purport to be complete or to cover every situation. Tax law is subject to interpretation and legislative change. Tax results and the appropriateness of any product for any specific taxpayer may vary depending on the facts and circumstances. You should consult with and rely on your own independent legal and tax advisers regarding your particular set of facts and circumstances.

This article, as well as any recommended reading and reference materials mentioned, is for general informational purposes only. It is issued as a public service and is not a substitute for obtaining professional advice from a qualified person, firm or corporation. Consult the appropriate professional advisor for more complete and current information.

Text may be reproduced with written permission only. Reproduction of any graphical image, trademark or servicemark is prohibited.

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI)(member FINRA/SIPC), New York, NY 10166. MLIC and MSI are affiliates.


 

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