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.
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End-of-year tax planning
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