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: