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.