Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.
Description: On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, including a unique case where tax rules complicate a generous gesture from an 11-year-old wishing to donate her livestock show earnings to a community cause. They also delve into the benefits of waiting until age 70 to claim Social Security and explore the impact of legislative risks on retirement planning. Finally, they help a small business owner understand why he should be making quarterly tax payments.
Join Money Matters:Â Get your most pressing financial questions ans...