Allworth Financial‘s Money Matters

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

07.01.2023 - By Allworth FinancialPlay

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On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns.

 

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