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