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Podcast: Money Matters by Allworth Financial
Episode: 401(k) Roth Rule Change + Balancing Pensions and Roth IRAs
Description: In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-up contributions work. If you’re over 50 and earning a solid income, this could seriously affect your retirement plan.
They also cover smarter tax strategies and take listener calls. A recent retiree wonders if buying a rental property makes sense. Then, Scott and Pat help a man from Virginia with a textbook example of how to balance pensions, Roth IRAs, and tax diversification as retirement nears.
Whether you're saving, converting, or...