The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.

Allworth Financial‘s Money Matters

Conteúdo fornecido por Allworth Financial. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Allworth Financial ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

2M ago 44:37

MP3•Home de episódios

On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing his bond allocation will protect him when it comes time to do required minimum distributions. Finally, Allworth advisor Laurie Ingwersen joins the show to explain a tax strategy she used with a client that many workers don’t know is available.

Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

289 episódios

#Personal Finances #Lifestyle #Trading #With Scott Hanson and Pat McClain #Pat McClain #Money Matters #Business #Scott Hanson