Furloughs and layoffs are coming. At a minimum school districts must add one low-cost vendor now to help ease some financial pain.

• Blog: Crisis Mandates School Districts Fix 403(b) Now
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

We discuss a way to get out of a bad 403(b) that is available in 2020 as a result of the recently passed CARES Act.

• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

Scott and I talk CARES Act student loan information with fiduciary planner Mychal Eagleson, CFP® and president of An Exceptional Life Financial.

• An Exceptional Life Financial
• CARES Act Student Loan Information
• February 2019 interview with Mychal
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

We discuss the recently passed CARES Act and how it impacts teachers.

1. Rebates for individuals (3:45)
2. Penalty-free distribution from 403(b)/457(b) etc. (27:43)
3. 403(b)/457(b) etc. loan provisions (36:35)
4. RMD changes (50:44) 
5. Charitable contributions (53:25)

• Jeffrey Levine
• An Exceptional Life Financial
• 403bwise CARES Act Information
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org