About this episode

Scott answers listener questions about retirement accounts and financial planning.

Scott is back at it answering your questions which include: Withdrawing money from a Roth 403(b) Keep money in 403(b) at retirement or rollover, and if so to which company? Is the Equitable EQUI-VEST Strategies Series 901 "as bad" as the 201 Series? 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®).

More episodes of Teach and Retire Rich

• July Facebook Group Questions (#435) · July 17, 2026 · 38 min
• A Tale As Old As Time (#434) · July 10, 2026 · 27 min
• Baltimore City Public Schools Goes Single 403(b)/457(b) Vendor (#433) · July 3, 2026 · 43 min
• Solicitation But Not That Kind of Solicitation (#432) · June 26, 2026 · 14 min
• Saving for Retirement Makes a Western New York Teacher Want to Shout! (#431) · June 19, 2026 · 53 min
• Chris Nye Makes Big Career Move #430 · June 12, 2026 · 39 min

Explore listener stats, chart rankings, contacts and more on the Teach and Retire Rich podcast page.