Allworth Financial’s Money Matters

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Protecting yourself, and loved ones, in later years

June 29, 2019

On this week’s Allworth’s Money Matters, Scott and Pat discuss handling money, estate planning, and other financial considerations for someone with dementia.

Scott and Pat advise a Cincinnati caller about Social Security’s windfall elimination provision. A man with $80,000 of stock in an ESOP asks how the gains will affect his tax situation. A debt-free caller asks if he should save in a Roth or traditional 401(k). Finally, a caller with $3 million in savings asks how she should take her pension. 

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