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When a Forced Retirement Is a Blessing

Scott and Pat of Hanson McClain’s Money Matters speak with a guest about a strange situation where getting laid off was actually a blessing.

Lower Taxes with Net Unrealized Appreciation

Scott and Pat discuss net unrealized appreciation with HMA’s Pat Henry, a veteran advisor of Hanson McClain.

Saving a Money-Losing Business

Scott Hanson and Pat McClain give Money Matters’ caller Dave key questions to ask his accountant about a money-losing business.

When Grandparents Give the Ultimate Gift

Scott Hanson and Pat McClain advise a caller about paying for her granddaughter’s education.

Want to Pay Less Tax? Ondene is on Target

Money Matters hosts Scott Hanson and Pat McClain advise a caller about minimum distributions from her IRA.

Walking the Charity Tightrope

Scott and Pat advise a caller who wants to donate to charity but needs to understand the tax implications.

Should You Invest or Pay Off Your Mortgage?

How to Choose Between Your House and Your 401(k).

Pension:  Once in a Lifetime Decision

Retirement experts Scott Hanson and Pat McClain, hosts of Money Matters, advise a caller on a strategy for protecting his pension income.

Your 7 Personal Decisions Points - Webinar On Demand

Join Pat McClain, ChFC®, for this FREE retirement webinar to learn how you can become confident that you'll be able to retire in the same lifestyle you enjoy today.

Roth Conversion in High Tax States a Bad Idea

Retirement expert Scott Hanson writes for CNBC about the tax implications of Roth conversions.

Maximizing the Benefits of Your Company Stock

Listen to Scott and Pat discuss how individuals with employer stock in their 401(k), a profit sharing plan, or ESOP can avoid paying taxes with a smart tax strategy of Net Unrealized Appreciation.

To Roth or Not to Roth: Tax Diversification

Retirement expert Scott Hanson explains the difference between 403(b)s and Roth IRA savings accounts in Kiplinger magazine.

Calculating the Tax Bite When Converting a 401(k) to a Roth IRA

In Kiplinger magazine, Scott Hanson explains the different tax implications of converting a 401(k) to a Roth IRA.

What should I do with my prize winnings?

From maximizing his 401(k), to amortizing his mortgage, listen as Scott and Pat advise a lucky caller who just won a huge jackpot!

What are the probate taxes on inherited assets?

Scott and Pat explain how probate taxes work, what a "step-up in basis" is, & other types of taxes that may come into play when someone inherits assets.

Where to put RMDs if not needed for retirement?

Listen to Scott and Pat help a caller determine where to invest his required minimum distributions (RMDs) and the possible tax implications.

Lies, Levies, and Lawsuits

Watch this FREE webinar hosted by Scott Hanson, CFP®, to help you gather the information you need to research to learn the background of your investment advisor.

Using an IRA to Make the House Payment

Scott Hanson discusses retirement and paying off your mortgage with an IRA.

Should You Withdraw from Your 401(k) or Your Roth First?

Listen to Scott and Pat help a caller decide how best to withdraw income from his retirement accounts to minimize his taxable income.

Your 7 Personal Decision Points

Hanson McClain Advisors has developed the 7 Personal Decisions Points to help you prepare for retirement transition.

Should I pay off my mortgage leading into retirement?

Listen to Scott and Pat help a caller decide if it would be in her best interest to pay off her mortgage before she retires.

Protecting Your IRA from Liability

Listen to Scott and Pat clarify for a caller whether or not his IRA accounts are protected from liability.

Gifting Stocks to Charity

Listen to Scott and Pat discuss how gifting appreciated stocks can have tax benefits and reset your cost basis if re-purchased.

How Can I Research the Quality of My Financial Advisor?

Scott Hanson discusses how to run your own check of your financial advisor.

What is a Fee-Based Advisor?

Scott Hanson talks retirement and compensation models for investment advisors.

How to Select a Financial Advisor

Download Hanson McClain's "How to Select a Financial Advisor" FREE eBook to find an advisor that best meets your retirement needs and goals.

What is a Maximum Funded Tax Advantage Life Insurance?

Scott Hanson and Pat McClain, co-hosts of Money Matters, explain pros and downside of a Maximum Funded Tax Advantage Life Insurance works.

When Do I No Longer Need Life Insurance?

Scott Hanson and Pat McClain discuss when life insurance is needed and when it may no longer be necessary.

Should You Save for Retirement in a 401(k) or Roth IRA?

All things being equal, saving the maximum into a Roth option provides the greatest chance of high, after-tax income during retirement.

Should You Save for Retirement or Pay Off Your Mortgage

If you are in a high tax bracket, max out your 401(k), earmarking some of those dollars for a future payoff during retirement.