Avoiding Taxation on Required Minimum Distributions

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 20 October 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new permanent tax law and its impact on required minimum distributions. Scott and Pat take a call from a 65-year-old man who inherited $75,000 and wants to know if he should pay off his home or invest the money. A woman owns a rental home in Southern California, and she wants to know what will happen if Proposition 10 passes. A caller owes $33,000 in student loans and wants to know if he should invest more money. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0	Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters, with co-hosts Scott Hanson and Pat McLean.
0:25.6	Would you like an opinion on a financial matter you're dealing with? Whether it is about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:34.6	To join Hanson McLean's Money Matters, call now at 1-8-8 to Hansen. That's 1-3-8 to H-A-N-S-O-N.
0:45.5	Want more of Hanson-Moclain's Money Matters? Visit Hanson-McClan.com forward slash radio to get the Money matters podcast. Welcome to Hanson McLean's Money
0:59.4	Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us today as we talk about financial
1:03.9	matters. Hansen McLean, of course, we've been doing this radio program for 20 plus years, both myself
1:09.4	and my co-host. We are both financial
1:11.6	advisors, practicing financial advisors, certified financial planner, charter financial consultant.
1:16.6	We spend our weekdays meeting with people like yourself and come here on the weekends to be
1:20.6	your financial advisors on the air. So whether you have advisors you're working with now or doing
1:24.6	things on your own, consider this place another source of valuable information.
1:30.0	And then my favorite part of the show is the phone calls because you have no idea of
1:36.3	what they're going to ask.
1:38.1	Well, yeah, we do have it.
1:39.0	And some people ask me, you can't screen the calls?
1:41.2	Yeah, we kind of have a screening, but not, it's not, it's mostly that you can understand
1:46.8	the people what they're saying.
1:48.5	It's mostly for the, their ability to talk.
1:51.2	That's true.
1:51.7	Sometimes there's, correct.
1:54.9	There are sometimes like, yeah, it's not going to.
1:56.9	Yeah.
	...

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