Episode Details
Back to EpisodesWhy age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
Episode 371
Published 2 years, 11 months ago
Description
On this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it’s critical to have a well-thought-out inheritance plan.
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