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New Member
posted Jan 25, 2022 9:09:36 PM

Should a 457(b) account balance be included in the total of Traditional, SEP, and SIMPLE IRA question?

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1 Replies
Expert Alumni
Jan 26, 2022 8:05:13 AM

No. The 457(b) plan is similar to a 401(k). These are employer-sponsored plans, not an IRA.