Allworth Financial’s Money Matters

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Excess Returns and Interesting Tax Planning Strategies

March 17, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat discuss excess returns and talk with Hanson McClain’s Chief Investment Officer about some interesting tax planning strategies.


Scott and Pat take a call from a man in Denver who wants to know if his wife, who is a teacher, should purchase additional years of benefits on her pension. A caller wants advice about a strategy a broker is pitching to his wife to move $15,000 from an old 401(k) to an annuity. A man inherited a 401(k) from his father and wants to know if he has to take RMD’s based on his father’s age. A caller lost a month of insurance coverage while changing from the affordable care program to Medicare and is now being penalized for not having coverage the entire year; he wants to know what he should do.  Scott and Pat welcome Hanson McClain advisor, David Schauer, who discusses a situation with a client that could be facing higher RMD’s when the new tax laws sunset.