The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle. episode artwork

EPISODE · Jun 8, 2024 · 1H 3M

The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of the Investing for Beginners podcast. They examine the challenges younger investors face.   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.

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The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.

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