Teach and Retire Rich

Your Questions. Scott's Answers. June 2026. (#429)


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Scott is back at it answering your questions which include:

  1. Withdrawing money from a Roth 403(b)
  2. Keep money in 403(b) at retirement or rollover, and if so to which company?
  3. Is the Equitable EQUI-VEST Strategies Series 901 "as bad" as the 201 Series?
  4. Purchasing out-of-state pension credit: Do it now or wait?
  • 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®).

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Teach and Retire RichBy Daniel Otter

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