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457(b) Plan Retirement Calculator

Free 457(b) calculator. Project balance for state/local government and nonprofit employees. 2026 limit $23,500 + special pre-retirement catch-up.

Published

Project 457(b) balance for government and tax-exempt employees. No early withdrawal penalty after separation.

Projected balance

Total contributed

Investment growth

The quiet superpower of a 457(b)

A 457(b) is a deferred compensation plan for state and local government workers and certain tax-exempt employers. On the surface it looks like a 401(k): pre-tax contributions, tax-deferred growth, a $23,500 elective limit for 2026. Two features make it unusually powerful. First, a governmental 457(b) has no 10 percent early-withdrawal penalty once you separate from service, even before age 59 and a half. Second, its contribution limit does not aggregate with a 401(k) or 403(b), so an employee offered both can fund each to the max in the same year. This calculator projects a single account's growth from a flat annual contribution.

It speaks to public-sector employees, especially those eyeing an early exit, who want to see what a steady contribution becomes over a full career. The tool caps your entry at the $23,500 limit, so a larger figure is trimmed to the legal ceiling before compounding.

Funding $15,000 a year for 25 years

Take a state employee who sets aside $15,000 a year, well under the cap, for 25 years at a 7 percent assumed return. Each year the contribution lands and the balance grows. The result is a projected $1,015,147. Total contributions add up to $375,000, which means about $640,147 of the ending balance is pure investment growth. That ratio, roughly 63 cents of every final dollar coming from compounding, is the entire argument for starting early.

Quantity Value

The chart shows contributions and growth side by side at the end of the 25 years.

The stacking move that doubles your tax-deferred space

The feature that most public employees overlook is that a 457(b) limit stands on its own. A teacher who has both a 403(b) and a governmental 457(b), or a state worker with both a 457(b) and a 401(k), can contribute the full $23,500 to each in the same year, sheltering $47,000 of income from current tax. That is a rare gift in the tax code, and it makes the 457(b) the single best place for a high-saving government worker to put the next dollar after the first plan is maxed. This calculator models one account at a time, so if you are stacking two plans, run it twice and add the results to see the combined picture. The earlier in your career you start using both buckets, the more dramatic the compounding gap becomes.

Where the early-retirement edge really shows

Say a firefighter retires at 52. Money in a 401(k) or IRA generally cannot be touched penalty-free until 59 and a half without jumping through Rule 72(t) hoops. A governmental 457(b) hands over the balance penalty-free the moment service ends, with only ordinary income tax due. For someone bridging the gap between an early pension and traditional retirement age, that flexibility can be worth more than a slightly higher return. One caution: 457(b) plans at non-governmental tax-exempt employers do not share this protection and carry creditor risk, so confirm which kind you have.

Questions readers raise

Is there a special catch-up before retirement?

Yes. Many governmental plans offer a final three-year catch-up that can let you contribute up to twice the normal limit in the years approaching your plan's normal retirement age, intended to let you make up underused contributions. This calculator does not model that provision, so your real ceiling in those years may be higher than the figure shown here.

Can I roll a 457(b) into an IRA later?

A governmental 457(b) can roll into an IRA or another eligible plan. Be aware that once you move the money into an IRA, it picks up the IRA's early-withdrawal rules, so you would forfeit the penalty-free access that made the 457(b) attractive in the first place. Many early retirees deliberately leave funds in the 457(b) for that reason.

Frequently asked questions

Can I have both 457(b) and 401(k)/403(b)?
Yes! Unique benefit of 457(b): the $23,500 limit DOES NOT aggregate with 401(k) or 403(b). Many public employees can contribute $23,500 to each.
When can I withdraw?
After separation from service, NO 10% early withdrawal penalty even before 59½. This makes 457(b) excellent for early retirees.
Can I contribute to both a 457(b) and a 403(b) or 401(k)?
Yes. The 457(b) limit is separate from the 401(k) and 403(b) limit. If your employer offers both a 457(b) and a 403(b), you can contribute up to $23,500 to each plan in 2026, for a combined $47,000. This double-dipping opportunity is one of the most powerful wealth-building tools available to government and nonprofit employees.
What happens to my 457(b) if I leave my job?
For governmental 457(b) plans, you can roll the balance into an IRA, 401(k), or another eligible plan, and there is no 10% early withdrawal penalty if you separate from service before age 59.5. For non-governmental (tax-exempt organization) 457(b) plans, rollovers are restricted to other non-governmental 457(b) plans, and the money is technically a promise to pay from the employer, not a segregated account.

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