Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
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Andy Panko
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
