After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

Allworth Financial‘s Money Matters

English - December 09, 2023 13:00 - 52 minutes - 72.4 MB - ★★★★★ - 542 ratings
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Previous Episode: The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

Next Episode: 2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

On this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know whether he should make an after-tax contribution to his 401(k). The director of Allworth’s tax division breaks down strategic moves to make before the end of the year. Finally, a caller who just retired asks whether he should move some of his money into an annuity.

Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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.