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cover of episode An IRA dilemma, a question about taxes, and why not all recessions are the same.

An IRA dilemma, a question about taxes, and why not all recessions are the same.

2023/1/28
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat tackle a unique situation where an investor has nearly all of his retirement money in a Roth IRA.  They advise a California caller who wants to know whether there’s a tax advantage to designating herself as a contractor versus an employee.  Allworth Advisor Jeff DeBoer joins the show to explain why all recessions aren’t the same. Finally, hear why Scott and Pat think a Michigan caller should sell a non-traded REIT.

 

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).