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School Benefit Services - Sacramento, CA

Financial Guidance for Education Professionals
Specialized Commitment Personalized Guidance


For several decades, we have been serving school districts and education professionals in the greater Sacramento community.

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We help school districts implement and manage 403(b), 457, Section 125 plans, and group and supplemental insurance plans.

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We provide comprehensive and personalized financial planning and investment services to education professionals.

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If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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What does the Tax Reform and Jobs Act mean for you?

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some key concepts to understand when investing for retirement

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Learn more about taxes, tax-favored investing, and tax strategies.

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There are a number of ways to withdraw money from a qualified retirement plan.

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You’ve made investments your whole life. Work with us to help make the most of them.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

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