Scott goes deep on how to access a 403(b)...
- 02:00 Accessing after age 59.5
- 09:54 Accessing before age 59.5 but after age 55
- 15:18 Accessing before age 50 a.k.a. S.E.P.P. a.k.a. 72(t) withdrawal
- 19:20 Borrowing from a 403(b)
- 26:03 Disability
- 27:43 Divorce
- 33:40 Death
Resources:
Accessing a 403(b)
457(b) Information
The 457(b) Plan Podcast
Working with a Financial Professional
403bwise.org Facebook Group