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The essential guide to 403(b) retirement savings

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Listen to the Podcast

Teach and Retire Rich Podcast

Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. He reached out to us to see what can be done. 

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Latest Episode: Stuck in AXA (#60)

Reform Issues

Despite predating the 401(k) by 20 years, the 403(b) is a largely misunderstood plan. Worse, employees of K-12 institutions are often taken advantage of by sales agents selling high fee products. Even higher education and hospital plans need better choices and more education.

What do a fox, a wolf, and sheep have to do with the 403(b)?

Quick Start Guide

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Stories

Sold a High Fee 403(b) Twice and Then Got Wise

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Long Island, NY teacher fell victim twice to high-fee 403(b) pitches. 

Wise Feed

NYU beats back Jerry Schlichter and 403(b) lawsuit

August 1, 2018

Judge rules university did not act imprudently with employee retirement plans.

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Wise Advisors

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