Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-06-06

How do you make smart financial decisions after you've already built significant wealth? In this week's episode of Allworth's Money Matters, Scott and Pat help a retired couple with an $11 million portfolio evaluate Roth conversions, estate planning, charitable giving, and strategies to improve tax efficiency. Then they speak with a 52-year-old listener navigating uncertainty in the alcohol industry while balancing retirement savings, college expenses, and cash reserves. Should he use taxable assets to maximize his 401(k) contributions? Scott and Pat weigh in. The episode also features Allworth advisor Laurie Ingwersen, who explains how investors with...