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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes
Saturday Jul 13, 2019
Saturday Jul 13, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss the pitfalls of putting a rental property in your IRA. In a podcast exclusive, they talk about what to do with a deceased spouse’s retirement accounts.
Scott and Pat advise a Colorado caller, with more than $1 million saved, if she should contribute to a Roth 401(k). A Sacramento caller asks if he should bolster his savings or pay down his debt after withdrawing his 401(k) savings to pay for his children’s education. A veteran asks Scott and Pat if he can refinance his wife’s mortgage. Finally, Scott and Pat speak with a government employee who is considering rolling over his 457 account to an IRA.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.