Episode Details
Back to EpisodesWhen insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.
Episode 317
Published 3 years, 11 months ago
Description
On this week’s Money Matters, Scott and Pat spell out what you absolutely need insurance for. Then, they walk a caller through the process of doing a backdoor Roth IRA conversion. You’ll hear the honest advice Scott and Pat give a retiree who wants to take money from her IRA to pay down her car. Finally, Scott and Pat play a little retirement fact or fiction.
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 questions@moneymatters.com.