This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.

Episode metadata supplied by the publisher feed · Published Dec 25, 2021

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This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

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