The 403(b) Field Guide (updated for 2024) covers all aspects of 403(b) plans and includes information pertinent to members not yet contributing to a 403(b) plan, those who are contributing, those nearing retirement, and those already enjoying retirement.
The following PDFs are referenced throughout the 403(b) Field Guide:
IRS Form 8880: Credit for Qualified Retirement Savings Contributions
IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations
IRS Publication 575: Pension and Annuity Income
IRS Publication 590A &
IRS Publication 590B: Individual Retirement Arrangements (IRAs)
New York State Department of Taxation and Finance Publication 36: General Information for Senior Citizens and Retired Persons