Newest Blog Post by Dan Otter
What a Thanksgiving Game! Roll, baby, roll! Read more »
The K-12 403(b) is broken.
Together we can fix it.
Together we can fix it.
Since 2000, 403bwise has been the leading source for 403(b) news, information, and 403(b) advocacy.
“Do not commit one cent until you first do the research on the company you are going with.”
Listen to the Podcast »
What a Fiduciary Advisor Can Do for Teachers pt. 2 How an advisor can assist the teacher approaching retirement.
Listen Now »Next Events
UTLA Investment Workshop
presentation
Dec
7
8am-1pm
Dan is a speaker at this free, approved five-hour professional development workshop on investment basics.
2020 Wise Money Moves
webinar
Jan
15
4–5pm
CFP® Breanna Reish joins Scott and Dan to talk New Year money moves.
