Description

If only Congress had adopted a 2003 Bush Administration plan to drastically simplify saving for retirement. We interview William Sweetnam the Benefits Tax Counsel at the Treasury Department from 2001-2005.

• 2003 ERSA/LSA/RSA Plan
• Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it)
• Meridian Wealth Management
• 403bwise.org