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403(B)/ TSA Plans

Permitted Investments For Money In A TSA

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A drawback of a TSA is that your investment options are usually quite limited.

There are only two types of funding vehicles approved for TSAs:

  • Annuity contracts from a life insurance company
  • The certificates of a few mutual funds.

Your plan administrator will have details about your investment options.

When considering how to invest your money in a TSA, consider your overall investment strategy. Revisit your decision at least once a year.

On the plus side, you may be able to move your assets between annuity contracts.

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