Retirement You may contribute tax-deferred income to 403(b) retirement accounts with 403(b) Corebridge Financial. Funds grow with potentially greater accumulation as tax withholding is deferred until distribution. Open an Account Option #1: Traditional 403(b) Option #2: Roth 403(b) Contribute pre-tax dollars today to reduce taxable Contribute after-tax dollars today. Take tax-free distributions income. Funds grow with potentially greater accumulation if the following conditions are met: Distribution must be as tax withholding is deferred until distribution. Take made after the end of the five-year period beginning with the distributions if the following conditions are met: Age 59½; first year for which a Roth contribution was made to the plan, Severance from employment; Your death or disability; and you turn age 59½, or your total disability or death. Financial hardship Note: a 10% federal early withdrawal Reduce taxable income during retirement, and possibly help tax penalty may apply to withdrawals prior to age 59½. reduce taxation of Social Security benefits under current law. IRS Contribution Limits Contact Information • 100% of annual includible income up to $23,000 You can reach out directly to your financial professional. • $7,500 age-based catch-up for those aged 50+ • Jared Roush, Financial Advisor • $3,000 extra if 15+ years of service with a qualifying • (260) 415-9498 employer and have under-contributed in prior years • jared.roush@corebridgefinancial.com