Teach and Retire Rich

← Teach and Retire Rich2 oct · 47 min

Private School 403(b) Goes From Annuities to Fidelity Index Funds (#446)

Private School 403(b) Goes From Annuities to Fidelity Index Funds (#446)2 oct47 min

Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan.

Video of Pod Financial Freedom for Women Contact Lucretia Next Gen Personal Finance 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 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®).