Teach and Retire Rich

Teach and Retire Rich

A Riverside, California teacher was interested in learning about a 403(b). He met with a NLG sales agent via Zoom. Suddenly forms were filled out and electronically signed.  (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).  

Teach and Retire Rich

We all like individualism but individual 403(b) contracts make it difficult for school districts to reform their 403(b) plan. There is a solution.   (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

With vendors like Equitable and National Life Group, what could go wrong?  (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

Scott tackles July Facebook Group questions. Topics include rolling over a 403(b) when leaving a job; Moving from Equitable to Aspire; Roth IRA vs. Roth 403(b); Performing a 403(b) exchange to a CalSTRS P2 403(b); and What to do with a 403(b) upon retirement.   (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

A $300,000 political donation by Security Benefit was the subject of a recent Bloomberg News investigation. We discuss.     (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

Teacher and Baltimore Teachers Union member Nathan Ferrell walks us through how the stakeholders got it done. He also offers tips on how your district can do the same. nferrell@baltu.org   (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

Dan and Scott share a model anti solicitation policy that school districts could use to ban sales agents from campuses.  (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

High school science teacher and Buffalo Bills fan helps his colleagues get wise to saving for retirement.   (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

New Jersey high school business and personal finance teacher and super 403(b)/457(b) advocate, Chris Nye, moves from high school to elementary school.  (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Teach and Retire Rich

Scott is back at it answering your questions which include: Withdrawing money from a Roth 403(b) Keep money in 403(b) at retirement or rollover, and if so to which company? Is the Equitable EQUI-VEST Strategies Series 901 "as bad" as the 201 Series? Purchasing out-of-state pension credit: Do it now or wait?  (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).