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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich
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Now displaying: July, 2018
Jul 29, 2018

Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. After reading The New York Times series on the 403(b), including Think Your 403(b) Plan is Bad? Talk to a Teacher, he started doing homework about his plan. He soon realized he was trapped in a high-fee plan. He reached out to us to see what can be done.  

 

Connecticut Bill Would Force Fee Disclosures for Teacher Retirement Plans

The 403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

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