Season 11 · Episode 303
2024 Changes Affecting 403(b) Participants (#303)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP
January 5, 202440m 7s
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Show Notes
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.
- 2024 Changes Affecting 403(b) Participants
- Secure Act 2.0 (pt 1)
- Secure Act 2.0 (pt 2)
- Secure Act 3.0
- Pod Secure Act 3.0 Podcast
- Your Future Self: How to Make Tomorrow Better Today
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).