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Scott and Pat of Hanson McClain’s Money Matters advise a caller about the tax advantages of Charitable Giving Account.
Caller Paul is about to hit 70½ and wants to know if he should reinvest his required minimum distribution, or pay off his mortgage.
Scott and Pat explain to San Diego Jamie how donating her house doesn’t make good financial sense.
This Hanson McClain’s Money Matters’ caller wants to know his options for funding a child’s college education.
A caller to Hanson McClain’s Money Matters is an entrepreneur who is sitting pretty, but he needs a plan to make his windfall last.
Scott and Pat, hosts of Hanson McClain’s Money Matters, advise a caller who is well diversified and looking forward to the future.
Hanson and McClain advise a great saver about the incredible versatility of a Thrift Savings Plan.
Our caller, Jennifer, is trying to figure out if it is time for her 89-year-old aunt, who is suffering from Alzheimer’s, to let her life insurance collapse.
This caller, who will retire in 2 years, asks if she should continue to invest in her 403b or start a Roth IRA. Pat and Scott explain that it is time to start diversifying with an Roth IRA.
Caller asks, “I am retired and eligible for Social Security next year. Should I start withdrawing from my 457b before or after collecting Social Security?”
Caller asks about Social Security for her retirement income – but the answer turns out to be even more lucrative - unbeknownst to this teacher.
Call asks, “What is the ideal place for anticipated $4 million payout for sale of small civil engineering firm?”
Is funding your recently graduated children’s retirement the best way to teach them about saving and investing? Pat and Scott outline the pros and cons.
Scott Hanson and Pat McClain advise a son on how to help his 102-year old father invest for the future.