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School Benefit Services - Sacramento, CA

Financial Guidance for Education Professionals
Specialized Commitment Personalized Guidance

Established

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

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Consulting

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

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Planning

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

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A letter of instruction provides additional and more personal information regarding your estate.

Money Draining Food Myths

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These food myths will really put a drain on your wallet.

 

What Is a Stretch IRA?

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

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

Self-Employed Retirement Plans

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

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate your monthly and annual income from various IRA types.

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There are some smart strategies that may help you pursue your investment objectives

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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