Teach and Retire Rich

Scott and Dan discuss increased 403(b) and 457(b) contributions, the raging bull market, and the Buffalo Bills finally making it back to the playoffs. 

403(b) Contribution Limits

457(b) Contribution Limits

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

On October 21, 2017 a pretty damaging New York Times article came out about a company — TIAA or TIAA CREF — that we have long admired. We discuss.

On October 21, 2017 a pretty damaging New York Times article came out about a company — TIAA or TIAA CREF — that we have long admired. We discuss. 

The Finger-Pointing at the Finance Firm TIAA

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving. 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving. 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Wouldn’t it be great to know how much the investments in your 403(b) cost? Wouldn’t it be great to know if there were surrender charges and how long they last? Such a resource exists and it’s called 403bcompare.com We talk 403bcompare with Mike Wilson one of the architects of the site’s redesign.

 

403bcompare

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Wouldn’t it be great to know how much the investments in your 403(b) cost? Wouldn’t it be great to know if there were surrender charges and how long they last? Such a resource exists and it’s called 403bcompare.com We talk 403bcompare with Mike Wilson one of the architects of the site’s redesign.

 

403bcompare

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes. 

 

How The New Vanguard 403(b)7 Helps and Hurts

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

 

In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes. 

 

How The New Vanguard 403(b)7 Helps and Hurts

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

 

We interview Doug Lynam, director of Educator Retirement Services for Long View Asset Management. Doug was featured in a June 9, 2017 NY Times piece by one of our favorite writers Ron Lieber. Story was titled The Monk Who Left the Monastery to Fix Broken Retirement Plans.