• Maxing Out Your 457b: When Does Employer Credit Risk Outweigh Tax Savings?

  • Oct 30 2024
  • Length: 9 mins
  • Podcast

Maxing Out Your 457b: When Does Employer Credit Risk Outweigh Tax Savings?

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  • Summary

  • In this episode of Maxing Out Your 457b, Jake Carson and Lily Morgan tackle a listener’s question about the risks of contributing to a non-governmental 457b plan. Our guest has always maxed out their contributions to take advantage of tax savings, but now wonders if it’s wise to keep growing the balance due to potential employer credit risk. We dive into how non-governmental 457b plans differ from other retirement accounts, assess the risks of holding a large balance in one, and explore strategies to mitigate those risks while still benefiting from tax advantages. If you’re concerned about your 457b plan and want to strike the right balance between growth and security, tune in for practical advice on making the safest financial move!
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