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August 21, 2021 Money Matters Podcast

Planning for future tax changes.

On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation.

Scott and Pat advise a caller with three rental properties about whether he should pay down his mortgages early. A father wants to know if his son, who makes $75,000 a year, is making eligible Roth contributions. A caller with more than $2 million in savings asks if he should do a Roth conversion. Finally, a caller nearing retirement asks what he should look for in a financial advisor.

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