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Podcast: Money Matters by Allworth Financial
Episode: Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results
Description: On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and required minimum distributions to maximizing Roth conversions and managing multimillion-dollar retirement portfolios.
You’ll hear stories from callers navigating retirement income, tax-efficient giving, and long-term wealth transfer — including a follow-up from a listener managing $5 million across IRAs and 401(k) accounts while planning for inheritance and charitable impact.
With candid insights and practical advice, Scott and Pat explain how smart 401(k) and IRA strategies can help you reduce taxes, simplify withdraw...