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Bogleheads® Live 22: Dan Otter on 403(b) fees

September 26, 2022 By Jon Luskin Leave a Comment

Host Jon Luskin, CFP® and the do-it-yourself investor community ask questions to financial experts – live.

You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter.

You can see a list of previous Bogleheads® Live episodes here.

Episode Summary

Dan Otter discusses investing in K-12 403(b)s.

Show Notes

  • Show Notes
  • 403bwise.org
  • 403bwise Advocacy Toolkit
  • How to campaign for a better 401(k) plan
  • 403bwise Facebook group
  • Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11; #FIRE Taxes
  • Bogleheads®  Live with Steven Fox: Episode 17
  • Wise Advice
  • “Fine” 403(b) Companies
  • Equitable SEC Settlement (#229)
  • ‘Learned by Being Burned’ podcast
  • John C. Bogle Center for Financial Literacy
  • Bogleheads® Forum
  • Bogleheads® Wiki
  • Bogleheads® Reddit
  • Bogleheads® Facebook
  • Bogleheads® Twitter
  • Bogleheads® on Investing podcast
  • Bogleheads® YouTube 
  • Bogleheads® Local Chapters
  • Bogleheads® Virtual Online Chapters
  • Bogleheads® on Investing Podcast
  • Bogleheads® Conferences
  • Bogleheads® Books

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

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Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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