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Personal Finance (Not Investing) • After 401k and Roth IRA, what's next? 457b or mega backdoor Roth?

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1) Is the 457b governmental or private?
2)How many years until you would pull it out and what are options for dispersement
3) If not governmental, how sound is her employer financially?
4) what is your marginal tax bracket?
5) expected bracket at retirement?
6) What is the main purpose of the money? (That might sound like a stupid question but could affect the recommendation- early retirement or what?
7) since you also mention 529 as an option, does your state have a 529 tax break?

Statistics: Posted by FIRWYW — Sat Jun 29, 2024 12:23 am — Replies 2 — Views 184



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