
$2.1M Gifting & Business Exits: Estate Planning Case Studies
Jul 18, 2026 - 49:23
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In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-up contributions work. If you’re over 50 and earning a solid income, this could s...
401(k) Roth Rule Change + Balancing Pensions and Roth IRAs is an episode from Allworth Financial‘s Money Matters by Allworth Financial. In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k...
This episode belongs to Allworth Financial‘s Money Matters.
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Published Jan 31, 2026, 48:43 long, audio available.