Allworth Financial’s Money Matters

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Avoiding Taxation on Required Minimum Distributions

October 20, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new permanent tax law and its impact on required minimum distributions.

Scott and Pat take a call from a 65-year-old man who inherited $75,000 and wants to know if he should pay off his home or invest the money. A woman owns a rental home in Southern California, and she wants to know what will happen if Proposition 10 passes. A caller owes $33,000 in student loans and wants to know if he should invest more money.

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