Allworth Financial’s Money Matters

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When should you consider a Roth conversion?

December 21, 2019

On this week’s Money Matters, Scott and Pat discuss why $1.8 billion may disappear in a private placement investment.

Scott and Pat advise a caller with $360,000 in his IRAs who’s considering a Roth conversion. A 68-year-old woman asks if she should continue delaying her Social Security benefit. A retired Navy veteran asks where he should prioritize his saving. Scott and Pat speak with a man who saved $1.5 million and is concerned that he missed the Roth conversion window. Finally, a Vermont caller asks if his Social Security benefit will be “means-tested.”

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