401 "Ayyyy" (#418)

About this episode

The episode discusses the implications of employer contributions to 457(b) plans and introduces a workaround using 401(a) plans.

Employers can contribute to a 457(b) but their additions count against the contribution limit. We discuss a workaround: adding a 401(a) plan, which surely Fonzie would give two thumbs up. What Are 401(a) Plans? Join Us on April 5, 2026 for a Special Announcement. Info here Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

People in this episode

Host: Daniel Otter

Topics covered

• 457(b) plans
• 401(a) plans
• retirement planning
• investment strategies
• tax advice

Keywords

• 457(b)
• 401(a)
• retirement
• investment
• tax advice
• K-12
• 403(b)

Mentioned in this episode

Organizations: 403bwise.org, Meridian Wealth Management

Products: 457(b), 401(a)

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