After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 9 December 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know whether he should make an after-tax contribution to his 401(k). The director of Allworth’s tax division breaks down strategic moves to make before the end of the year. Finally, a caller who just retired asks whether he should move some of his money into an annuity. 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 [email protected]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:05.0	Whether it's about retirement, investments, taxes, or 401ks,
0:09.0	Scott Hanson and Pat McLean would like to help you by answering your call
0:13.0	to join Allworth's Money Matters.
0:15.0	Call now at 83399 Worth.
0:18.0	That's 83399 W-O-R-T-H.
0:24.2	Welcome to All-Worth Money Matters, Scott Hanson.
0:27.0	Pat McLean, thanks for joining us.
0:28.7	That's right, as we talk about financial matters, both myself and my co-host here.
0:35.0	We're both financial advisors, co-host and long-term business partner, I might add.
0:38.2	No, long time.
0:39.7	Since 1991.
0:42.3	Is that right?
0:43.6	We started working together.
0:44.7	Okay.
0:45.1	Joint work together.
0:46.1	Yeah.
0:46.7	Anyway, we are both financial advisors throughout the weekday and come here to broadcast on the weekends being your financial advisors
0:56.2	on the air and over podcast and glad you are with us and we got I think we're going to have
1:04.1	some calls today as typical we also have our director of tax solutions talking about some
1:09.4	year-in tax tips so Suzanne's going to join us
1:11.8	for a bit. Which is an important part. You think? Yes. Especially getting down to the end of the year
	...

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