Market corrections, low-tax states for retirement, and living wills and trusts.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.

Episode metadata supplied by the publisher feed · Published Jan 22, 2022

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Market corrections, low-tax states for retirement, and living wills and trusts.

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