Category: News

Are Net listings allowed in CA?

Although net listings are not illegal in California, they can easily lead to a breach of the agent’s fiduciary obligations and should be used only with hi...

What is a 403b distribution?

A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizati...