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. Allworth Financial‘s Money Matters podcast

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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.

2h ago 44:37

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On this week’s 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 whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing his bond allocation will protect him when it comes time to do required minimum distributions. Finally, Allworth advisor Laurie Ingwersen joins the show to explain a tax strategy she used with a client that many workers don’t know is available.

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