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Flipping the Switch From 403(b) Saver to Post-Career Spender (#396)
Barb O'Neill, CFP®, AFC®, walks us through 403(b) withdrawal strategies in retirement.
- Transitioning From 403(b) Saver to Post-Career Spender (blog post w/resources)
- 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®).
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By Daniel Otter
4.8
115115 ratings
Barb O'Neill, CFP®, AFC®, walks us through 403(b) withdrawal strategies in retirement.
- Transitioning From 403(b) Saver to Post-Career Spender (blog post w/resources)
- 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®).
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