403(b)/457(b) Basics: How to start a 403(b)

14/03/2025 20 min Temporada 13 Episodio 365
403(b)/457(b) Basics: How to start a 403(b)

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Episode Synopsis

We debut a new pod series: Basics of the 403(b) & 457(b). In this series, which will eventually get its own channel, we will go over the basics of how these plans work, and how they can be used to save wisely for retirement. First off: How to Start a 403(b).  403(b) Basics CalSTRS Pension 2 Enrollment Fidelity Enrollment (need an Employer Plan number) Vanguard Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).