Tax Wise: Taking Advantage of Tax-Deferred Investment Options
Deferred Compensation Plan PERA 401(k) Plan 403(b) Tax-Deferred Annuities and Custodial Accounts CSU has established relationships with three vendors to provide 403(b) arrangements for both “Traditional” and “Roth” accounts. A “Traditional” account is funded with pre-tax contributions and a Roth is funded with post-tax contributions. ................
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