Episodes
Saturday Aug 21, 2021
Planning for future tax changes.
Saturday Aug 21, 2021
Saturday Aug 21, 2021
On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation.
Scott and Pat advise a caller with three rental properties about whether he should pay down his mortgages early. A father wants to know if his son, who makes $75,000 a year, is making eligible Roth contributions. A caller with more than $2 million in savings asks if he should do a Roth conversion. Finally, a caller nearing retirement asks what he should look for in a financial advisor.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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