Episodes
Saturday Jan 22, 2022
Market corrections, low-tax states for retirement, and living wills and trusts.
Saturday Jan 22, 2022
Saturday Jan 22, 2022
On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.
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