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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich
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Now displaying: Page 1
Dec 27, 2019

In this last pod of the year we answer some reader questions, give a preview of some 2020 403bwise initiatives and Dan reads a poem called: How the TPA Grinch Stole the 403(b).

00:34 Jibberish including discussion of Star Wars and German soldiers on crystal meth
04:35 403bwise Facebook Group killing it
07:09 Dan gets and misses a Facebook Inquiry from a TV Reporter
08:15 Dan Flynn has a word generator
09:46 Traditional IRA vs. Roth IRA (pre-tax vs. Roth)
18:11 Special Medicare Tax
20:44 403(b) and 457(b) 2020 contribution limits
26:20 403bwise 2020 initiatives 
30:34 How the TPA Grinch Stole the 403(b)

Hidden Payments and Costly Plans Dent Teachers’ Retirement Savings

Texas Teachers Told to Take Closer Look at 403(b) Retirement Plans as New Law Takes Effect

How the TPA Grinch Stole the 403(b)

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