Episode Details
Back to EpisodesMarket corrections, low-tax states for retirement, and living wills and trusts.
Episode 292
Published 4 years, 4 months ago
Description
On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.