Annual beginning of the year check-in with Barb O’Neill, CFP, AFC (Accredited Financial Counselor), and owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a regular contributor to 403bwise. She shares what 403(b) participants need to know in 2024.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).