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The Social Security Exception

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

Keep Funding 403B or move to Roth IRA?

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.

When Should You Begin Taking Social Security? Well, it Depends . . .

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?”