Retirement account types
Quick reference for the major retirement account types available to FRS Special Risk members, including the public safety officer penalty exemption.
Governmental 457(b)
- Tax treatment
- Pre-tax contributions reduce current taxable income. Withdrawals are taxed as ordinary income.
- 2026 contribution limits
- $24,500 standard. Age 50+ catch-up: $32,500. Final-3-years special catch-up: up to $49,000.
- Early withdrawal
- No 10% IRS early-withdrawal penalty after separation from service at any age. This is the key advantage over 401(k)/403(b) plans for early retirees.
- Governmental 457(b) plans are unique in that withdrawals after separation are penalty-free regardless of age.
- A "final three years" special catch-up allows contributions of up to 2× the standard limit during the three years prior to normal retirement.
- Roth 457(b) options exist at some employers — contributions are after-tax but qualified withdrawals (including growth) are tax-free.
Roth IRA
- Tax treatment
- Contributions are after-tax. Qualified withdrawals (including growth) are tax-free.
- 2026 contribution limits
- $7,500 standard. Age 50+ catch-up: $8,600.
- Early withdrawal
- Contributions can be withdrawn at any time tax- and penalty-free. Earnings withdrawn before age 59½ may be subject to the 10% penalty unless a qualifying exception applies.
- Contribution eligibility phases out at higher modified adjusted gross income (MAGI) levels.
- Tax-free growth makes Roth IRAs particularly valuable for long horizons and for hedging against future tax-rate increases.
- Roth IRAs have no required minimum distributions during the original owner's lifetime.
Traditional IRA
- Tax treatment
- Contributions may be deductible depending on income and workplace plan coverage. Withdrawals are taxed as ordinary income.
- 2026 contribution limits
- $7,500 standard. Age 50+ catch-up: $8,600.
- Early withdrawal
- 10% IRS early-withdrawal penalty applies to distributions before age 59½ unless a qualifying exception applies (substantially equal periodic payments, first home, qualified higher education, etc.).
- Required minimum distributions begin at age 73 (rising to 75 for younger cohorts under SECURE 2.0).
- Deductibility of contributions phases out at higher income if you are also covered by a workplace plan.