Scott tackles July Facebook Group questions. Topics include rolling over a 403(b) when leaving a job; Moving from Equitable to Aspire; Roth IRA vs. Roth 403(b); Performing a 403(b) exchange to a CalSTRS P2 403(b); and What to do with a 403(b) upon retirement.

• Watch video version
• Barb O'Neill columns
• How to Use Aspire Non-Advisor Option
• 403bwise/457bwiser Facebook Group
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).