Podcasts Business Investing Allworth Financial‘s Money Matters End-of-year tax planning

End-of-year tax planning

Published: Dec. 14, 2019, 1 p.m.

On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year.

Scott and Pat advise a Colorado caller looking to consolidate his four investment accounts. Also, a retiree in Lodi asks if he should pay down the mortgages on his rental properties with some of the $750,000 saved in his IRA.

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