Allworth Financial‘s Money Matters
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
November 30, 2024
On this weeks Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whe
For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you; people who care about their financial health, and who need answers today. Do you have a
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