Dan and Scott discuss their recent in-person speaking engagement in Florida which has left them a tad under-the-weather. They also discuss how to make the 457(b) even more superior to the 403(b). Finally, Dan hits Scott with a surprise topic. How does he react?
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Dan and Scott discuss accessing 403(b) money at 59.5 while working and the new age 60 "super" catch up provision which will go into effect in 2025. Dan also talks about completing the mission he and three other friends started in 1990: to see a game in every NFL city.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Karla Kirkling, executive director of healthcare and benefits at Chicago Public Schools shares how she used data, facts, and common sense to create one of the best single-vendor K-12 403(b) in the country. It is plan that will save employees tens of thousands of dollars in fees over the lifetime of their careers.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Cullen Roche is an economist, author, father and Founder and Chief Investment Officer of the Discipline Funds, a low-fee advisory firm.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Every state runs a generally excellent 457(b) plan that firefighters, police, and other state employees contribute to. These plans often have large assets under management which leads to extremely low-cost investing options. Many states permit educators to contribute to these plans. Unfortunately not all do. We discuss our new tool that allows users to search state 457(b) plans for eligibility, plan costs, availablitly of low-cost index funds and other metrics.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).