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

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