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Smart Tax Diversification & Roth Conversions
In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planning. From a 70-year-old investor with $3.6 million mostly in traditional IRAs to...
About This Episode
Smart Tax Diversification & Roth Conversions is an episode from Allworth Financial‘s Money Matters by Allworth Financial. In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategie...
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This episode belongs to Allworth Financial‘s Money Matters.
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Episode Details
Published Mar 7, 2026, 51:40 long, audio available.
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