Allworth Financial‘s Money Matters

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Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock

On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southern California man who wants advice on investment alternatives. The two then discuss the fall of exercise bike Peloton’s stock. Finally, a caller wants to know the specifics of a Roth conversion.

Market corrections, low-tax states for retirement, and living wills and trusts.

On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.    

The COVID resistant market, savings advice for late bloomers, and required minimum distributions.

On this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high income and no savings wants to know how she can make up ground. A 71-year-old caller wants information on required minimum distributions. Next, a 61-year-old with five separate retirement savings accounts wants to know which vehicle he should tap first. Lastly, a caller wants to know if he should sell his losing stocks.        

Family financial conversations, money from an inheritance, and an overview of SEPs.

On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.

Financial resolutions for the New Year, debt management, and Indexed Universal Life

On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.       

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