IRS Publication 571: This publication defines the IRS rules for 403(b) & 403(b)(7) Plans. This document will define maximum limits, loans, hardship withdrawals and qualifications. http://www.irs.gov/pub/irs-pdf/p571.pdf
IRS Publication 590: This publication defines Traditional vs. Roth IRAs rules. This document explains who can contribute, maximum contributions, distributions and tax implications. http://www.irs.gov/pub/irs-pdf/p590.pdf
Securities offered through Advanced Advisor Group (AAG), Member FINRA & SIPC.
Investment Advisory Services offered through Educators Financial Services (EFS), A Registered Investment Advisor.
440 Emerson St N Ste 2, Cambridge MN 55008 (877) 403-2374
AAG and EFS are affiliates under common control D/B/A EFS Advisors and are not affiliated with Education Minnesota/ESI.
AAG and EFS are authorized to transact business in your state only if registered there or excluded or exempt from registration.