The challenge of tax planning.

Published: May 1, 2021, 1 p.m.

b"On this week's Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market.\\nScott and Pat advise a caller who wants to put 10% of his investment portfolio into gold and silver. A caller with three rentals asks how he can lower his capital gains taxes if he sells a property. A man with a family income of $160,000 asks if he should make a Roth conversion. An investor in his 30\\u2019s asks how to save for retirement independently. Finally, a caller asks how he can find out how much he\\u2019s paying in investment fees.\\nAsk a question by clicking\\xa0here, or email Scott and Pat at\\xa0questions@moneymatters.com.\\nDownload and rate our podcast\\xa0here."