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Monday Jun 21, 2021

Ep 68: How Teachers Can Optimize Their 403(b)s

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Ben Schrock and Dan Oaklief from B.A. Schrock Financial Group talk about 403(b)s in episode 68 of The Unlocking Your Financial Future Podcast. 

In this episode, Ben and Dan discuss: 

  • How Dan walked a client through the changes in the pension system and made it possible for her to be able to retire on time.
  • Why 403(b)s are becoming more important.
  • Why 403(b)s are overlooked and why you might want to consider them.  
  • The changes made in the pension system that made 403(b)s more attractive in Ohio.
  • And more...

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