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403 B Retirement Plan Rules

August 10, 2020

“I would like to take an early distribution from my nonprofit 403 b retirement plan so I can quit my job and travel. What are the 403 b distribution rules? What will be the tax consequences if I am unemployed or working free-lance at that point?” Um, what? This was one of the questions I was asked during a financial planning and investment educational session a couple of years ago.  Ah, to be in those times once Read More

Filed Under: 403b retirement, Blog Tagged With: 403b, 403b plans, Retirement plan distributions, CARES Act, nonprofit retirement plans

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Fairlight Advisors, LLC
505 Montgomery Street
10th Floor
San Francisco, CA 94111
Phone: 1.844.309.6248
Email: support@fairlightadvisors.com
1.844.309.6248
support@fairlightadvisors.com
505 Montgomery Street
10th Floor
San Francisco, CA 94111
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Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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