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Elusive financial confidence, taxation on life insurance, and liquidating a large annuity. episode artwork

EPISODE · Dec 11, 2021 · 52 MIN

Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how to keep his tax obligation low. And, finally, a Salt Lake City man wants to know if saving 42% of the family income will be enough to fund retirement.        

What this episode covers

On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how to keep his tax obligation low. And, finally, a Salt Lake City man wants to know if saving 42% of the family income will be enough to fund retirement.

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Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.

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Frequently Asked Questions

How long is this episode of Money Matters by Allworth Financial?

This episode is 52 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on December 11, 2021.

What is this episode about?

On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how...

Can I download this Money Matters by Allworth Financial episode?

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