Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

Passing along values as well as money to your kids and grandkids

July 7, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about how important it is to prepare your children to inherit money.

Scott and Pat take a call from a man who makes too much money to contribute to a Roth IRA and wants to know if there is a way around the limits. A caller is curious about a fixed income option she can invest in other than bonds. A man is planning to donate stock to a local charity but wants to know if he can avoid capital gains by donating the stock directly. Lastly, Scott and Pat welcome Hanson McClain advisor Pat Henry, who discusses a situation with a client who wanted to determine what would be the most tax efficient way for his children to inherit money from an IRA valued at $700,000.

Ask a question by emailing Scott and Pat at