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401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips

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Manage episode 484571654 series 2947098
Content provided by Allworth Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allworth Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advisor Laurie Ingwersen joins the show to explain how a Roth conversion strategy can lessen a big tax burden. Finally, Scott and Pat share real-life stories and offer insights into maximizing your retirement savings while steering clear of potential pitfalls.

Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].

Download and rate our podcast here.

  continue reading

487 episodes

Artwork
iconShare
 
Manage episode 484571654 series 2947098
Content provided by Allworth Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allworth Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advisor Laurie Ingwersen joins the show to explain how a Roth conversion strategy can lessen a big tax burden. Finally, Scott and Pat share real-life stories and offer insights into maximizing your retirement savings while steering clear of potential pitfalls.

Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].

Download and rate our podcast here.

  continue reading

487 episodes

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