Season 13 · Episode 405
How the Grinch Stole the 403(b) (#405)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
December 19, 202540m 29s
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Show Notes
On the 25 year anniversary of the blog post that identified the 403(b) grinch we ask who today is to blame for the blight of the 403(b)?
- How the TPA Grinch Stole the 403(b)
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).