Newest Blog Post by Dan Otter
Updated How to Get Out of a Bad 403(b) Plan 💸 Teacher driven improvement 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.
Key Issues Now
Arrested Development Owner of large California 403(b)/457(b) compliance firm charged. Read more »
“I have a 10-year plan that will get us to financial independence. My questions are about tax loss harvesting, back door ROTH, real estate.”
Listen to the Podcast »
Power of State Based 403(b) & 457(b) Plans Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio’s state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event.
Listen Now »Live Events
Four Who Have Retired
video conference
Apr
15
4-5:15pm PAC
Two teachers, a custodian, and a personal finance writer share how they successfully retired.
Get Wise to Maryland's 529 State Contribution Program & Student Loan Tax Credit
video conference
Apr
22
4-5:15pm PAC
Baltimore teacher Justin Garritt details the state's generous (and time sensitive) 529 State Contribution Program, and Student Loan Tax Credit.
Office Hours with Scott & Dan
video conference
Apr
29
4-5:15pm PAC
Bring your 403(b), 457(b) and saving for retirement questions.
