Podcasts Business Investing Allworth Financial‘s Money Matters The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers arent aware of.

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers arent aware of.

Published: July 13, 2024, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing his bond allocation will protect him when it comes time to do required minimum distributions. Finally, Allworth advisor Laurie Ingwersen joins the show to explain a tax strategy she used with a client that many workers don\u2019t know is available.\n\xa0\nJoin Money Matters:\xa0 Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking\xa0here.\xa0 You can also be on the air by emailing Scott and Pat at\xa0questions@moneymatters.com.\nDownload and rate our podcast\xa0here.