Arrested Development (#184)

from Teach and Retire Rich · host Dan Otter, PhD and Scott Dauenhauer, CFP®

This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a "$4 million securities fraud scheme." Owner of Large 403(b)/457(b) Compliance Firm Booked Meridian Wealth Management 403bwise.org

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This episode was published on October 1, 2021.

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