Money Matters: December 23, 2017
- New tax bill discussion. 00:25
- Should I take a lump sum or the annuity on my pension? 18:35
- What will my tax situation be on cryptocurrency? 28:45
- When should we get our home paid off for retirement? 42:05
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax bill and what the changes will mean for you.
During the special tax show, Scott and Pat take a call from a man who wants to know if he should maximize his HSA account, and if he should take the lump sum on his defined benefit pension as an annuity or the lump sum. A caller wants to know how taxes work on cryptocurrency. A caller and her partner want to know when’s the best time to have their homes payed off, so she doesn’t have a mortgage in retirement.