This week on Allworth’s Money Matters: A caller with over $6 million asks whether he should dip into his Roth IRA or his brokerage account to cover a $74,000 expense. Scott & Pat unpack why sometimes it’s smarter to pay the tax now, why IRAs should be spent down before your Roth, and how to avoid handing your kids a giant tax bill. If you’re building—or protecting—real wealth, this is a must-listen: https://bit.ly/3L88fux | Allworth Financial
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This week on Allworth’s Money Matters: A caller with over $6 milli…
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You could be losing thousands over the years just by putting the right investments in the wrong accounts. This week on Allworth’s Money Matters, Scott Hanson and Pat McClain show how optimizing for tax efficiency can grow your wealth faster—with zero extra risk. Small choices today. Big savings tomorrow. Hear the latest episode of Allworth’s Money Matters here: https://bit.ly/476dWRN | Allworth Financial
You could be losing thousands over the years just by putting the right i…
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You could be losing thousands over the years just by putting the right investments in the wrong accounts. Scott Hanson and Pat McClain show how optimizing for tax efficiency can grow your wealth faster—with zero extra risk. Small choices today. Big savings tomorrow. This is the kind of insight you’ll hear every week on Allworth’s Money Matters. Listen here: https://bit.ly/3X81n2L | Allworth Financial
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You could be losing thousands over the years just by putting the right i…
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