The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid episode artwork

EPISODE · Jan 7, 2017 · 52 MIN

The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s special edition of Hanson McClain’s Money Matters: Scott and Pat take questions from listeners for an entire hour! First, a call about the tax deductibility of charitable giving accounts. Next, they take a call from someone wondering if they have saved enough to last through retirement. They then talk to someone about reinvesting money from indexed annuities. Lastly, Scott and Pat give their opinions on the utilization of reverse mortgages in retirement. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766) at any time to be scheduled to be featured on a future show. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.  Ask a question at moneymatters.com, or email Scott and Pat at [email protected].  

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The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid

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