Foundation Academy

Lesson 2

Your Four Accounts

ORP, 457B, Roth, Taxable — what each is, and the 457B early-access superpower.

The Four Buckets

ORP ($906/mo): Pre-tax retirement plan. Includes state match. SPY-based funds.

457B ($200/mo): Pre-tax — but with the unique ability to withdraw at ANY age after separation from service. No 10% penalty. This is your pre-59½ bridge.

Roth IRA ($583/mo): Post-tax. All growth is tax-free forever. $458 to VTI + $125 to MSFT.

Taxable ($717/mo): Most flexible. Long-term gains taxed favorably. $356 Satellite + $192 Crypto + $169 Active buildup.

The 457B is your early retirement superpower. Most people don't have it. You do. Don't waste it.

Check For Understanding

Quick Quiz

Answer 2+ correctly to mark this lesson complete.

1. What is the unique advantage of the 457B?

2. Why is the Roth so powerful?

3. Where should an extra $200/month go first?