Mail Bag (pt. 1) (#140)

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery. 

• 1:39 The math behind retiring early vs. waiting to maximize pension benefit
• 24:35 Health Savings Account (HSAs)
• 33:16 Does it make financial sense to switch school districts?
• 37:46 Retire early once pension benefit has been maximized?
• 43:46 What to do with 403(b) plans from former employers

 

• 403bwise Teaching and Advocacy Tools
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org