Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

A $700,000 yearly income and no retirement savings.

September 14, 2019

On this week’s Allworth’s Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a secure retirement.

Scott and Pat take a question about the tax implications of saving in a Health Savings Account. A caller with $5.5 million saved asks if he should do a Roth conversion. A Kansas City man is close to hitting the maximum for his yearly 401(k) contributions. Scott and Pat advise a daughter who is wondering when to sell her mother’s house. A Roseville man’s wife has $40,000 in a Canadian retirement fund and wants to know the best way to handle the money.

In a segment exclusively for podcast listeners, Scott and Pat discuss how to transfer property.

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