
Season 13 · Episode 365
403(b)/457(b) Basics: How to start a 403(b)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
March 14, 202520m 3s
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Show Notes
We debut a new pod series: Basics of the 403(b) & 457(b). In this series, which will eventually get its own channel, we will go over the basics of how these plans work, and how they can be used to save wisely for retirement. First off: How to Start a 403(b).
- 403(b) Basics
- CalSTRS Pension 2 Enrollment
- Fidelity Enrollment (need an Employer Plan number)
- Vanguard
- 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®).