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EachPod

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

Author
Allworth Financial
Published
Sat 01 Jul 2023
Episode Link
http://podcast.moneymatters.com/e/the-danger-of-timing-a-recession-a-retirement-withdrawal-strategy-and-a-deep-dive-into-the-world-of-wealth-taxes/

On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns.


 


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