The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
- Author
- Allworth Financial
- Published
- Sat 08 Jun 2024
- Episode Link
- http://podcast.moneymatters.com/e/the-risk-of-investing-incommercialrealestate-when-roth-conversionsdont-make-sense-minimizingyourtax-liabilityand-wherebeginninginvestorsstruggle/
On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of the Investing for Beginners podcast. They examine the challenges younger investors face.
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