Our Services at Harbourfront Wealth Management
Teaching means you have a pension, a 403(b) or 457(b) plan, and questions that don't fit the standard financial advice. Should you fund one plan before the other? When exactly should you retire? What does your pension really promise? Pick the service that matches where you are, or scroll to see how they connect and support each other as you move toward your retirement date.
Teacher retirement planning
In a hypothetical case, leaving at 58 instead of 60 nearly doubles what the 403(b) must supply before Social Security at 67: $280,800 instead of $151,200.
See how it works →403(b) fee review
Within the first ninety days you get two meetings and a written cost sheet that shows every charge on each account as dollars a year, plus the date any surrender charge drops to zero.
See how it works →Tax planning for retirees
The IRS taxes every dollar from a traditional 403(b), 457(b) or IRA as ordinary income for the calendar year you withdraw it.
See how it works →