Money Matters Library

Scott and Pat advise a Money Matters caller to take Social Security as soon as she can.

This caller, who will retire in 2 years, asks if she should continue to invest in her 403b or start a Roth IRA. Pat and Scott explain that it is time to start diversifying with an Roth IRA.

Caller asks, “I am retired and eligible for Social Security next year. Should I start withdrawing from my 457b before or after collecting Social Security?”