Late Bloomer Wealth

Late Bloomer Wealth

Dedicated to Helping K12 Teachers with their 403(b) & 457(b) plans.

Month: June 2015

Part 2 403(b) Interview: by Fiduciary Attorney W. Scott Simon

Leave a Comment / Fee Only Fiduciary Financial Advisors, Fiduciary Standard, Financial Education/Literacy, LAUSD Employees, Personal Finance, PreK-12 Educators, Retirement Planning / By

Part 2 of a 3-Part Series: A Way Around Costly 403(b) Plans (Click here if you missed Part 1) In so-called ‘open vendor’ states, high-cost 403(b) plans may be side-stepped by turning to 457(b)s, explains plan-participant advocate Steve Schullo. W. Scott Simon, 06/10/2015 W. Scott Simon is a principal at Prudent Investor Advisors, a registered …

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Interviewed by Fiduciary Attorney: K-12 403(b) Plans

Leave a Comment / Fiduciary Standard, Financial Education/Literacy, LAUSD Employees, Laymen to Laymen Financial Information, Personal Finance, PreK-12 Educators, Retirement Planning / By

 Reforming K-12 Public School District 403(b) Plans Part 1 of a 3-Part Series For Part 2: click here May 7, 2015 Steve Schullo is working to shed light on the awful shortcomings of K-12 403(b) plans. Scott Simon, 05/07/2015 Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also …

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