Ask Suze (and KT) Anything: December 17, 2020

Ask Suze (and KT) Anything: December 17, 2020

By Suze Orman Media

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT.  

This week’s questions:

When is the best time to take Social Security? If I want to retire in five years, should I pay down my mortgage faster, or fund my 401(k)? If my husband and I file our taxes, “married filing separately,” can he still contribute to his ROTH? What should I do with a rollover ROTH IRA? How can I get over feelings that I wasn’t fully aware of our financial situation? Does “UAD” mean I have a revocable or irrevocable trust? Should I open a new discount brokerage account and get a VTI ETF? Can you put your home into a trust if you have a mortgage?

This week’s Quizzie:  Do you have to pay income tax when you cash in a life insurance policy?

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast!

To ask Suze a question, download by following one of these links:

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See omnystudio.com/listener for privacy information.

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