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Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess artwork
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Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess

Hanson McClain's Money Matters by Allworth Financial

Jan 17, 202653:09Business

In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when to start taking money from retirement accounts. One caller is trying to...

About This Episode

Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess is an episode from Hanson McClain's Money Matters by Allworth Financial. In this episode of Money Matters, Scott and Pat talk with listeners about decisi...

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This episode belongs to Hanson McClain's Money Matters.

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Episode Details

Published Jan 17, 2026, 53:09 long, audio available.