Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters header image 1

This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

December 25, 2021

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.