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Admin

Admin
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Everything posted by Admin

  1. Get Wise to Investing and Asset Allocation Hope to "see" you there! - Dan
  2. Hi all, Hope you and your colleagues can join us this week and next for the following - Dan Get Wise to the 403(b): Interactive introduction to the 403(b) [Zoom + Nearpod] Wednesday, April 29, 4-5pm PT https://403bwise.org/events/details/event-get-wise-to-the-403b042920 Get Wise to Investing and Asset Allocation: Interactive introduction to investing and asset allocation [Zoom + Nearpod] Thursday, April 30, 4-5pm PT https://403bwise.org/events/details/event-get-wise-to-investing-and-asset-allocation043020 Get Wise to Working with a Fiduciary Advisor: Interactive panel discussion with fiduciary advisors [Zoom + Nearpod] Thursday, May 6, 4-5pm PT https://403bwise.org/events/details/event-get-wise-to-working-with-a-fiduciary-advisor Office Hours with Dan & Scott: Bring your 403(b) and investing questions [Zoom + Nearpod] Thursday, May 7, 4-5pm PT https://403bwise.org/events/details/event-office-hours-with-dan-and-scott05.07.20
  3. Hi all, Sorry for late notice but Scott and I are doing a Video Conference on Investing and Market Turbulence today at 10am PAC/1pm EST. We will be doing more of these. Check our Events page: https://403bwise.org/events for details. Session Description Investing & Market Turbulence (Session 2) Tuesday, March 24 at 10am Join us for an interactive presentation and discussion on the recent market turbulence and what it means for saving for retirement. Zoom + Nearpod Using Zoom The event will be conducted via Zoom. If you have used this platform before simply click on the “Join Zoom Meeting” link. If you haven’t used Zoom before, click on the link now to download the software. This only takes a few moments. Here’s an excellent short tutorial on joining a Zoom Meeting for the first time https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-Meeting JoinZoom Meeting https://zoom.us/j/208040088?pwd=WDVJRWFTTUczVDNsTXlvK0k1ZmRIUT09 Using Nearpod You don't have to have any experience with Nearpod to participate. Nearpod is a web-based teaching application integrated into the presentation that allows participants to engage in polls, questions, view , and share their opinions. Ideally you have two screens (one for Zoom and one for Nearpod). We will explain at outset. Please know you don't need two screen if using a laptop or desktop where you can open a second window.
  4. The formula for educating teachers... https://403bwise.org/blog/entry/blog-model-403b-education-plan
  5. 403b Explainer Video by 403bwise.org Can be used to educate about the 403(b) and advocate for better investment choices. - Dan
  6. Welcome Lorirae, Thanks for joining the board. The good news is that you have Aspire which will give you access to Vanguard for a small fee and you have Fidelity Investments which offers direct access to very low costs. You are most likely paying about 1% in fees. Via Fidelity you can get their Freedom Fund 2050 fund (index fund version) for 0.12% https://fundresearch.fidelity.com/mutual-funds/summary/315793869 Do you feel like you are getting good service for 0.78%. Here's a chart showing impact of fees on returns: https://403bwise.org/education#fee-impact Keep the questions coming. We also have the 403bwise.org Facebook page https://www.facebook.com/groups/349968819000560/?ref=web_social_plugin Dan
  7. Rick - When you register in the Facebook Group mention that you are a spouse helping your wife. Also answer the 3 questions for her as well. Email me at dan@403bwise.org if you have any questions. - Dan
  8. Welcome, Costantino, Yes, this looks very overwhelming. It looks like you have Target Date Mutual Funds available (under Asset Allocation). This can be a pretty simple, straightforward way to invest. Here's an investing primer which includes mention of target date funds: https://403bwise.org/education/investment
  9. Admin

    So Many choices

    Welcome KingCabrera, Great feedback everyone. Thanks! - Dan
  10. Such great interaction here. Thanks everyone for assisting. And Paige, thanks for being such a great advocate for yourself. - Dan
  11. Office hours with Dan & Scott: Ask us your 403(b) questions via Zoom on 10/2 from 4-5PM Pacific. Limited to first 10 who sign up. https://403bwise.org/events/details/event-office-hours
  12. It is as conflicted as you would expect: 403(b) Plan "Enhancement" Guide
  13. How to Access Your 403(b) Scott goes deep on how to access a 403(b)... 02:00 Accessing after age 59.5 09:54 Accessing before age 59.5 but after age 55 15:18 Accessing before age 50 a.k.a. S.E.P.P. 72(t) Withdrawal 19:20 Borrowing from a 403(b) 26:03 Disability 27:43 Divorce 33:40 Death
  14. Excited to part of this! Thanks for sharing, Steve.
  15. Welcome Ottakee, and thank you to all of the great posts from everyone. MN Gopher - Do you have a link to that chart?
  16. Great suggestions here. I echo Tony's sentiments about starting a Roth IRA with Vanguard. They can help with everything including the transfer process. Excellent info on the 457. These plans are often lower cost because their is more employee oversight required. Also, I am doing a free webinar Get Wise to the 403(b) on the 403(b) on Wednesday, September 11 from 7-8PM EST that you might want to sit in on. Let us know how it goes! - Dan
  17. Hi again, Paige, Do you have a Roth IRA? If not that may be your best option as you can open it with any company you choose (Fidelity, Vanguard etc.). Here's a link to more info: https://403bwise.org/education/other (scroll to the bottom). - Dan
  18. Welcome, Paige. Do not be too hard on yourself. You didn't know what you didn't know. We are here to help. You have already received some good advice. I will echo Tony's comments and encourage you to see what other 403(b) choices you have. - Dan
  19. There is still a Fishy Smell in the Teacher's Lounge AXA Got Invited to New Teacher Orientation for San Francisco Unified School District (scroll down to just left of Agenda). This is how one of our profiled teachers, Annie, got tangled up with AXA.
  20. likepurplereign, Welcome to the board. It's my understanding that DCPS teachers have a pretty good 457(b).
  21. I have yet to see a California vendor list that doesn't include Pension 2.
  22. Love having you join us, Steve. Tim reports that our talk was very well received. - Dan
  23. I too have very mixed feelings about Facebook. In fact I just watched this: The Great Hack and found it chilling. I will say that FB Groups seems to be the best way to utilize this platform. I echo Steve's point: we have much more action on the FB Group page that on the DB. - Dan
  24. Tony, This has to be the best topic title yet! (or worst 😀). About to push out a BWISE ALERT and will be sharing this story.
  25. Admin

    NYAdmin

    Welcome, NYAdmin. Thank you community for your input!
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