Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
Description: 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.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call...