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#593: Q&A: You Made a Money Mistake. Now What?

An anonymous caller is brooding over a mistake he made in 2023 when he decided to contribute to his Roth instead of a pretax account. How does he get over this June is annoyed that she triggered shortterm capital gains and wash sales when she sold assets in her taxable brokerage last year. How does she avoid these issues in the future Zerai wants to add mid and smallcap exposure, but his 457 plan has a limited selection of mutual funds. Whats the proper way to select the best fund among the available options Former financial planner Joe SaulSehy and I tackle these questions in todays episode. Enjoy

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