IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more. episode artwork

EPISODE · Jan 25, 2025 · 52 MIN

IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, including a unique case where tax rules complicate a generous gesture from an 11-year-old wishing to donate her livestock show earnings to a community cause. They also delve into the benefits of waiting until age 70 to claim Social Security and explore the impact of legislative risks on retirement planning. Finally, they help a small business owner understand why he should be making quarterly tax payments. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at [email protected]. Download and rate our podcast here.

Episode metadata supplied by the publisher feed · Published Jan 25, 2025

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IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

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