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Tax Shelter
Retirement Tax Shelters

Tax Sheltered Annuities

As an employee of the Southern Westchester BOCES you have the opportunity to contribute part of your pay to a Tax Sheltered Annuity (TSA) under the terms of Section 403(b) of the Internal Revenue Code. A TSA may be of value to you since it provides substantial tax savings for retirement savings. If you are interested in contributing to a Section 403(b) TSA you should first talk to your financial planner to see which plans may be best for you.

TSA's for employees of the Southern Westchester BOCES are administered through the OMNI Financial Group. To set up a TSA you will need to complete the OMNI Flex Form (PDF)


Contacts
Jodi Riverso
Benefits Coordinator
914-937-3820 Ext.509

Alison Strauzer, Health Claims Processor
914-937-3820 Ext.511

 

 

 

 

 

 

17 Berkley Drive, Rye Brook, NY 10573 (914)-937-3820
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