Season 12 · Episode 349
Dan Turns 59.5 Which Means He's Eligible to Access His 403(b) (#349)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
November 22, 202430m 0s
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Show Notes
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.
- 401(k)/403(b)/457(b) Age 60 "Super" Catch-Up
- One Weird Trick to Fix Retirement Plans a.k.a. "SECURE" Act 3.0
- 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®).