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Buttelman & Strehlow Financial Group (B&SFG) is a team
of experienced independent licensed professionals who have been
helping teachers and other employees of school districts and not-for-profit
organizations in Palm Beach and surrounding counties plan for
their futures for over 15 years. Employees eligible for TSA's
have a unique opportunity to be able to invest pre-tax contributions
directly from their salaries to investments of their choice. |
| This opportunity can be a blessing depending on the investment
decisions made throughout and after your career. When you are
dealing with financial decisions that effect retirement savings,
you should seek the advice of professionals specializing in TSA
/ 403(b) retirement plans. Proper planning and making the right
decisions can lead to a comfortable retirement when the time comes. |
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| B&SFG and GWN Securities offer many unique services specifically
for the TSA / 403(b) marketplace including hundreds of products to select
from, online access to account statements with information consolidated
from various sources, exclusive access to Colonial Bank custodial
plans consolidating your retirement plan investments under a single
custodian, and common-remitting employer billing services simplifying
the salary reduction process. If GWN is not already a preferred provider for your employer, contact
us now to find out more about adding us to your provider list so
you can start enjoying the benefits of working with the TSA / 403(b) specialists
at Buttelman & Strehlow Financial Group.
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Know your limits – Are
you maximizing your current contributions? |
Account Type
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Traditional and Roth IRA
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2007
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2008 |
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Annual Contributions |
$ 4,000
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$ 5,000 |
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*Catch-up contribution |
$ 1,000
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$ 1,000 |
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401(k), 403(b), 457 and SAR_SEP |
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Annual Contribution |
$ 15,500
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TBA |
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*Catch-up contribution |
$ 5,000
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TBA |
Simple IRA
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Annual Contribution |
$ 10,500
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TBA |
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*Catch-up contribution |
$ 2,500 |
TBA
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*Only IRA
owners and retirement plan participants age 50 and over may make
catch-up contributions |
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Catch-up provision for having 15 years of service:
If you have at least
15 years of service with your current employer and have not contributed
more than an average of $5,000 per year to your 403(b) and/or your
403(b)(7) account you may be eligible to contribute up to an additional $5,000 to your account this year. This special catch-up option is
limited to a total lifetime cumulative extra amount of $15,000.
Contact
Buttelman & Strehlow Financial Group
for more information. |
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Securities offered through GWN Securities Inc., member FINRA and SIPC,
11440 Jog Road, Palm Beach Gardens, FL 33418,(561)472-2700. Investments
services or products are not obligations, deposits, guaranteed or endorsed
by Gold Coast Federal Credit Union. Investments services or products are
not insured by NCUA, or any other Federal Agency. These services and
products do involve risk including possible loss of the principal amount invested.
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