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By selecting a Roth IRA, you’ll get to enjoy tax-free growth that allows you to focus more on contributions, rather than Federal percentages.
Another major benefit of a Roth IRA is that your account does not get penalized if you need to withdraw contributions prior to retirement.
A major benefit of a Rollover IRA is that any funds that are transferred from a qualifying account remain tax-deferred.
IRAs in general operate with very low fees compared to other retirement programs, which makes them a great first step in saving.
Choose whether you want to work with a financial professional or enroll in a self-guided retirement plan. Your information will be shared with our partner Security Benefit to make enrollment easier for you.
Confirm your information and your earlier choices. Then, choose whether you would like to enroll in a 403(b) plan or an IRA. If you choose to work with a financial professional, Security Benefit will connect you with a NEA Retirement Specialist in your area.
After all your online forms are complete, you’ll need to establish contributions into your new account. You can also rollover or consolidate accounts. If you choose to work with a financial professional, you’ll set up an account with that NEA Retirement Specialist.
* Income limitations may apply and withdrawals are taxed upon distribution.
** Withdrawals of earnings prior to age 59½ are subject to ordinary income tax and a 10% penalty may apply. Earnings can be distributed tax free if distribution is no earlier than five years after contributions were first made and you meet at least one of the following conditions: age 59½ or older or permanently disabled. Beneficiaries may receive a distribution in the event of your death.
† LIMRA Q3 2022 Not-for-Profit Market 403(b) Segment Contributions in K-12.
This information is provided by Security Distributors in connection with the NEA Retirement Program for retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors and certain of its affiliates (collectively, “Security Benefit”) make products available under the NEA Retirement Program, directly or through authorized broker/dealers, pursuant to an agreement with NEA Member Benefits (“MB”). NEA and MB are not affiliated with Security Benefit. Neither NEA nor MB is a registered broker/dealer. All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MB.
NEA Retirement Specialists, when making recommendations to an NEA member, offer only Security Benefit products.
Security Benefit, its affiliates and subsidiaries, and their respective employees and representatives, do not provide tax, accounting, or legal advice. Any statements contained herein concerning taxes were not intended as and should not be construed as tax advice, nor should they be used for the purpose of avoiding federal, state, or local taxes and/or tax penalties. Please seek independent tax, accounting or legal advice.