SchoolsFirst Federal Credit Union

Tax shelter annuity (TSA) accounts were developed by the IRS to encourage employees of educational institutions to save for retirement. TSA’s can provide a healthy supplement to your pension plan.

To assist our employees in the education of TSA’s, a SchoolsFirst counselor visits the main campus, Human Resources office, every first Wednesday of each month.

More information

Contact

Amber Gaitan
Retirement Plan Advisor
Member Retirement Planning
SchoolsFirst Federal Credit Union
Office: 800-462-8328 x4116
Cell: 714-628-6550