Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios

In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking about Roth conversions and tax strategy, and another navigating retirement planning with a $1.4 million portfolio. Scott and Pat break down how Roth conversions can optimize long-term savings, where annuities fit into today’s market, and how both investors are managing wealth amid rising volatility. If you're exploring Roth conversions or simply looking to protect and grow your nest egg, this episode is packed with actionable advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here . You can also be on the air by emailing Scott and Pat at questions@moneymatters.com . Download and rate our podcast here .

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Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios is an episode from Hanson McClain's Money Matters by Allworth Financial.

This episode is 55:44 long.

This episode was published on Jan 24, 2026.

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