Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters


Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.

December 21, 2024

On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years. They provide insights into when and how to make these conversions work i