The 403(b) is a tax-deferred retirement plan designed to help you invest regularly for your retirement. It is offered to you through your employer and is available to employees of qualifying hospitals, educational institutions, and many not-for-profit organizations. Your contributions are taken directly from your salary before it is taxed, and each plan offers you a selection of investment options.
The 457(b) is a tax-deferred retirement plan designed to help you invest regularly for your retirement. It is offered to you through your employer and is available only to public employees and certain employees of many tax-exempt organizations. Your contributions are taken directly from your salary before it is taxed, and each plan offers you a selection of investment options.
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Securities: Arizona, Colorado, Connecticut, District of Columbia, Florida, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.