Season 10 · Episode 262
Man with the (Better Retirement) Plan (#262)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
March 24, 202347m 18s
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Show Notes
If only Congress had adopted a 2003 Bush Administration plan to drastically simplify saving for retirement. We interview William Sweetnam the Benefits Tax Counsel at the Treasury Department from 2001-2005.
- 2003 ERSA/LSA/RSA Plan
- Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it)
- Meridian Wealth Management
- 403bwise.org