Podknife - #052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE! by Retirement Planning Education, with Andy Panko

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#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!

Podcast |: Retirement Planning Education, with Andy Panko
Publisher |: Andy Panko
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Education
Publication Date |: Dec 08, 2022
Episode Duration |: 00:46:39

Listener Q&A where Andy talks about:

The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plans
When Roth 401(k) conversions can be accessed without tax or penalty
Whether certain mutual fund sales and purchases will constitute a wash sale
Whether it’s better to purchase 10-year US Treasury notes sooner or later if you assume the Federal Reserve will continue raising interest rates
How 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 2023

Links in this episode:

IRS summary of non-governmental 457(b) plans - here
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

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