Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: 401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.
Description: On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advisor Laurie Ingwersen joins the show to explain how a Roth conversion strategy can lessen a big tax burden. Finally, Scott and Pat share real-life stories and offer insights into maximizing your retirement savings while steering clear of potential pitfalls.
Join Money Matters:Â Get your mos...