December 3, 2022

The rumored death of the classic 60-40 model portfolio, the inverted yield curve, converting a traditional IRA to a Roth, and selling a parent’s EE savings bonds.

On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds.

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