Should you use your 401(k) to pay down your mortgage?
Allworth Financial‘s Money Matters
English - July 13, 2019 13:00 - 56 minutes - 78.2 MB - ★★★★★ - 542 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Upcoming legislation could affect your retirement
Next Episode: Be skeptical about private placements
On this week’s Allworth’s Money Matters, Scott and Pat discuss the pitfalls of putting a rental property in your IRA. In a podcast exclusive, they talk about what to do with a deceased spouse’s retirement accounts.
Scott and Pat advise a Colorado caller, with more than $1 million saved, if she should contribute to a Roth 401(k). A Sacramento caller asks if he should bolster his savings or pay down his debt after withdrawing his 401(k) savings to pay for his children’s education. A veteran asks Scott and Pat if he can refinance his wife’s mortgage. Finally, Scott and Pat speak with a government employee who is considering rolling over his 457 account to an IRA.
Ask a question by clicking here, or email Scott and Pat at [email protected].