Doug Orr, Chair, CFT Retirement Policy Committee
What’s the difference between “defined benefit,” “defined contribution,” and “cash balance” retirement plans? What does CalSTRS offer? What about Social Security, the Windfall Elimination Provision (WEP), and the Government Pension Offset (GPO)? What are traditional IRAs, self-directed IRA’s, 403(b) plans, 457 plans, and Roth versions of these plans? What’s an annuity? What can a financial adviser do for you? This session answers all these questions and more.
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