Tag: 403(b)
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Financial Planning Checklist for University of Michigan Employees
by Clint Kraft
Working at the University of Michigan comes with outstanding career benefits: access to a generous retirement plan, excellent healthcare, and professional development resources. But maximizing those benefits (and building a complete financial plan around them) takes careful strategy. At Kraft Capital, we specialize in helping University of Michigan professors, researchers, and staff create personalized financial…
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Should I Rollover My 401(k), 403(b), or 457 Plan?
by Clint Kraft
Changing jobs, retiring, or reviewing your financial plan often brings up the question:“Should I rollover my employer retirement plan?” It’s an important decision whether it’s a 401(k), 403(b), 457, or a different plan. Like most financial decisions, the right answer depends on your situation. Here’s a breakdown of what you need to consider: What Are…