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End-of-year tax planning episode artwork

EPISODE · Dec 14, 2019 · 52 MIN

End-of-year tax planning

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year. Scott and Pat advise a Colorado caller looking to consolidate his four investment accounts. Also, a retiree in Lodi asks if he should pay down the mortgages on his rental properties with some of the $750,000 saved in his IRA. Ask a question by clicking here, or email Scott and Pat at [email protected].  Download and rate our podcast here.

What this episode covers

On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year. Scott and Pat advise a Colorado caller looking to consolidate his four investment accounts. Also, a retiree in Lodi asks if he should pay down the mortgages on his rental properties with some of the $750,000 saved in his IRA. Ask a question by clicking here, or email Scott and Pat at [email protected].  Download and rate our podcast here.

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End-of-year tax planning

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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 14, 2019.

What is this episode about?

On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year. Scott and Pat advise a Colorado caller looking to...

Can I download this Money Matters by Allworth Financial episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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