Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-05-30

After decades of saving and investing, how do you know when it’s okay to truly enjoy your money? In this episode of Money Matters, Scott and Pat help a couple with nearly $8 million determine how much home they can comfortably afford after relocating to Florida, while another listener with more than $12 million asks whether Roth conversions still make sense given today’s tax rules and retirement tax planning environment. They discuss retirement tax planning strategies, the dangers of chasing “popular” AI stocks, and how AI-powered scams are targeting investors and older Americans. What You...