Maximizing Your 457b: Strategies for Growth and Retirement

In this episode of Maximizing Your 457b, Jake Carson and Lily Morgan explore how to make the most of your 457b plan as you approach retirement. Our listener is 38 with $48K currently in their 457b, anticipating $120K by retirement in 8 years, alongside a pension covering 70% of their annual income. We dive into the benefits of increasing contributions, the pros and cons of staying aggressive with investments, and whether it’s worth rolling over the 457b funds when you retire or keeping them where they are. If you’re planning to rely on a 457b in retirement, join us to discuss strategies for optimizing growth, minimizing taxes, and ensuring financial flexibility!