Allworth Financial’s Money Matters

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Annuities inside 401(k)s

On this week’s Money Matters, Scott and Pat discuss the soaring used car market and speak with a caller who is considering buying a $100,000 annuity inside her 401(k) plan.

Scott and Pat advise a San Francisco man on his plan to retire to North Carolina. A caller who is just starting out in his career asks how he should save for a house. A Pennsylvania man asks if he should turn his duplex into a rental that could net $1,400 a month. A California caller asks if she should buy a deferred fixed annuity.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Planning for future tax changes.

On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation.

Scott and Pat advise a caller with three rental properties about whether he should pay down his mortgages early. A father wants to know if his son, who makes $75,000 a year, is making eligible Roth contributions. A caller with more than $2 million in savings asks if he should do a Roth conversion. Finally, a caller nearing retirement asks what he should look for in a financial advisor.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Rolling a truck through a loophole.

On this week’s Money Matters, Scott and Pat discuss the reasons why Special Purpose Acquisition Companies can be ripe for fraud, and why one electric vehicle maker is now charged with defrauding investors.

Scott and Pat advise a daughter, who is the executor of her parents’ trust, about how to invest $350,000 of their savings. A mother asks how future legislation could affect her son’s ability to inherit her $1 million home. Scott and Pat speak with a caller who owes the IRS $100,000 in back taxes and wants to know how to make a “compromise offer.” A retired caller asks how to invest $500,000 before the next stock market crash. Finally, a recent college graduate asks about the difference between ETFs and mutual funds.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

 

A half-trillion-dollar wipeout

On this week’s Money Matters, Scott and Pat discuss China’s crackdown on technology and education companies and how that hurts American investors. 

Scott and Pat advise a caller inheriting $600,000 who wants to know how he should invest the money to help his grandchildren and a favored ministry. A man with $2.5 million in savings asks if he can afford to retire comfortably and still maintain his standard of living. A retired caller who saved $1 million in traditional IRAs asks if a Roth conversion is a smart move. Finally, a saver who is helping his mother and sister financially asks when he should take Social Security.

Ask a question by emailing Scott and Pat at questions@moneymatters.com.

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