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EachPod

When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.

Author
Allworth Financial
Published
Sat 09 Jul 2022
Episode Link
http://podcast.moneymatters.com/e/when-insurance-is-crucial-the-beauty-of-the-backdoor-roth-and-separating-retirement-fact-from-fiction/

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 [email protected].

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