Teach and Retire Rich

Dan Turns 59.5 Which Means He's Eligible to Access His 403(b) (#349)


Listen Later

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®). 

...more
View all episodesView all episodes
Download on the App Store

Teach and Retire RichBy Daniel Otter

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

109 ratings


More shows like Teach and Retire Rich

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,093 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

756 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,919 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,943 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,510 Listeners

Marriage Kids and Money: Personal Finance for Families by Andy Hill

Marriage Kids and Money: Personal Finance for Families

586 Listeners

ChooseFI by ChooseFI

ChooseFI

5,065 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

900 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,071 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

422 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

764 Listeners

Financially Independent Teachers by Dave Fleischer

Financially Independent Teachers

117 Listeners

Mile High FI Podcast by Carl Jensen & Doug Cunnington

Mile High FI Podcast

183 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

307 Listeners