Articles

Here you’ll find helpful articles, best practices, and much more.

K-12 Wealth Report - October

Ken Ford 11/3/23 Ken Ford 11/3/23

K-12 Wealth Report - October

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What To Do With Your 403(b) After Leaving Your Job

Ken Ford 11/2/23 Ken Ford 11/2/23

What To Do With Your 403(b) After Leaving Your Job

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The Teacher Loan Forgiveness Program

Ken Ford 10/18/23 Ken Ford 10/18/23

The Teacher Loan Forgiveness Program

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K-12 Wealth Report - September

Ken Ford 10/5/23 Ken Ford 10/5/23

K-12 Wealth Report - September

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Educator Expense Tax Deduction 2023: Maximize Your Savings!

Ken Ford 9/5/23 Ken Ford 9/5/23

Educator Expense Tax Deduction 2023: Maximize Your Savings!

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K-12 Wealth Report - August

Ken Ford 9/5/23 Ken Ford 9/5/23

K-12 Wealth Report - August

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Uncovering Secrets: The Self-Directed K-12 403(b)

Ken Ford 7/7/23 Ken Ford 7/7/23

Uncovering Secrets: The Self-Directed K-12 403(b)

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Ken Ford 8/15/22 Ken Ford 8/15/22

Educators Beware: Equitable's $50M Penalty Sheds Light on Wider 403(b) Problems

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Case Study: Jane

Brookstone Marketing 6/18/20 Brookstone Marketing 6/18/20

Case Study: Jane

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Understanding the 403b Variable Annuity Death Benefit

K12FAdmin 10/16/19 K12FAdmin 10/16/19

Understanding the 403b Variable Annuity Death Benefit

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The 403b and 457 Plan Comparison for Public School Employees

K12FAdmin 6/21/19 K12FAdmin 6/21/19

The 403b and 457 Plan Comparison for Public School Employees

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Understanding the OMNI 403b P3 Plan Providers

K12FAdmin 3/22/19 K12FAdmin 3/22/19

Understanding the OMNI 403b P3 Plan Providers

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How to Select a Suitable 403b Vendor

K12FAdmin 2/27/19 K12FAdmin 2/27/19

How to Select a Suitable 403b Vendor

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4 Questions Teachers Should Ask a Financial Advisor

K12FAdmin 1/29/19 K12FAdmin 1/29/19

4 Questions Teachers Should Ask a Financial Advisor

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Podcast: Bruce McNutt and Ken Ford discuss 403b's

K12FAdmin 9/30/18 K12FAdmin 9/30/18

Podcast: Bruce McNutt and Ken Ford discuss 403b's

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Teachers: Is the Death Benefit Killing Your Retirement Plan?

K12FAdmin 4/23/18 K12FAdmin 4/23/18

Teachers: Is the Death Benefit Killing Your Retirement Plan?

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Teachers 5-Step 403b Retirement Shopping Guide

K12FAdmin 11/10/17 K12FAdmin 11/10/17

Teachers 5-Step 403b Retirement Shopping Guide

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The Roth 403(b)

K12FAdmin 10/1/17 K12FAdmin 10/1/17

The Roth 403(b)

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403(b) Plan Basics

K12FAdmin 10/1/15 K12FAdmin 10/1/15

403(b) Plan Basics

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Ken Ford 10/23/13 Ken Ford 10/23/13

Retirement Pearls of Wisdom for Teachers

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