Participation and Contributions in Tax-deferred Retirement Accounts: Evidence from Social Security Records

Two alternative retirement plans are available to faculty and staff members: a Contributory Tax-Deferred Annuity Plan, with employee and university contributions invested

• 403(b) Smart Account—the account for pre-tax contributions under the YMCA Retirement Fund Tax-Deferred Savings Plan..

The Physicians Group’s supplemental retirement plan provides qualified (tax-deferred) defined benefit retirement supplement if your University of Virginia retirement

#1. Have you developed a personalized retirement planning strategy?  Yes  No  n/a 

With a higher down payment requirement, the home ownership rate drops a lot for young households and their TA share of net worth goes up significantly as many households choose to

The TDA wealth to net worth ratio increases (and the home equity to net worth ratio decreases) because households accumulate assets in TDA at a faster rate.. These ratios suggest

(All your supplemental plan contributions, and any earnings, will grow tax-deferred until you withdraw them. Withdrawals are generally restricted until retirement or after age

• Tax-deferred investment accounts (e.g. traditional IRAs, traditional qualified retirement plans, non-qualified annuities, deferred compensation) – income generated within