EPISODE · Dec 8, 2022 · 46 MIN
#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy talks about:The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plansWhen Roth 401(k) conversions can be accessed without tax or penaltyWhether certain mutual fund sales and purchases will constitute a wash saleWhether it’s better to purchase 10-year US Treasury notes sooner or later if you assume the Federal Reserve will continue raising interest ratesHow to contribute the maximum HSA family contribution in 2023 if both spouses in a married couple will be at least 55 by the end of 2023Links in this episode:IRS summary of non-governmental 457(b) plans - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
What this episode covers
Listener Q&A where Andy talks about: The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plansWhen Roth 401(k) conversions can be accessed without tax or penaltyWhether certain mutual fund sales and purchases will constitute a wash saleWhether it’s better to purchase 10-year US Treasury notes sooner or later if you assume the Federal Reserve will continue raising interest ratesHow to contribute the maximum HSA family contribution in 2023 if both spouses in ...
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#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
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