The Voices of Experience

Helping Public K-12 Educational Colleagues Who Teach Our Children Understand and Succeed with Volunteer Retirement Plans, 403(b) and 457(b).

News & Updates

The Latest from the Late Bloomer Millionaires

Updated Award Winning Los Angeles Unified 457(b) Plan

Updated Award Winning Los Angeles Unified 457(b) Plan

Posted by Steve Schullo, PhD on Jan 28, 2017

When you think about greatness, we default to Micheal Jordan, President Lincoln or Albert Einstein. The Los Angeles Unified School District’s 457(b) plan may not appear to be great but when compared to the typical 403(b) plan, it is most certainly GREAT!

Shrinking Middle Class and Federal Income Taxes

Shrinking Middle Class and Federal Income Taxes

Posted by Steve Schullo, PhD on Jan 17, 2017

According to the Tax Foundation, the richest Americans pay almost all of the Federal Income Taxes assessed by the IRS. Is this good news for us ordinary income earners? Well, perhaps not, as it is an indication of a severe decline in the middle class.

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