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

Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today.  Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice.  In about 30 minutes, you’ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. 
Suze brings over 40 years of experience to help you be more and therefore have more.   If you don’t have the money you want in your life, subscribe now to one of the most popular podcasts in America and find out why. The choice is up to you.
New episodes drop Thursdays and Sundays.
Join Suze’s free podcast Community by downloading the Women &amp; Money App on the Apple App Store or Google Play, where you can search past episodes, ask Suze questions (that if chosen will be answered on the podcast) take classes and communicate with each other and possibly Suze herself.

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On this edition of Ask KT and Suze Anything, Suze tells you how to avoid some of the biggest mistakes you can never afford to make, plus answers to questions about Social Security, trusts, pre-nups and so much more!

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio 
Get Suze’s special offers for podcast listeners at suzeorman.com/offer
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 the app by following one of these links:
CLICK HERE FOR APPLE: https://apple.co/2KcAHbH
CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

Ask KT & Suze Anything: At Least Three of the Biggest Mistakes you Can Never Afford To Make

Today’s Suze School revisits a lesson on the difference between revocable, irrevocable and special needs trusts.

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio 
Get Suze’s special offers for podcast listeners at suzeorman.com/offer
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 the app by following one of these links:
CLICK HERE FOR APPLE: https://apple.co/2KcAHbH
CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

Suze School: Highlights from Understanding Trusts

After the last episode (E566), Suze received so many questions and comments, that she and KT are focusing this edition of Ask KT and Suze Anything on Roth retirement accounts.

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio 
Get Suze’s special offers for podcast listeners at suzeorman.com/offer
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 the app by following one of these links:
CLICK HERE FOR APPLE: https://apple.co/2KcAHbH
CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

Ask KT & Suze Anything: I Have More Questions About Roths

In this Suze School episode, Suze explains why a Roth retirement account ultimately gives you more money than a pre-tax retirement account. 

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio 
Get Suze’s special offers for podcast listeners at suzeorman.com/offer
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 the app by following one of these links:
CLICK HERE FOR APPLE: https://apple.co/2KcAHbH
CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

Suze School: Don’t Become Partners with Uncle Sam

On this edition of Ask KT and Suze Anything, Suze answers questions about home buying, special needs trusts, preserving retirement, plus a “Can I Afford It?” quizzy and so much more!

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio 
Get Suze’s special offers for podcast listeners at suzeorman.com/offer
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 the app by following one of these links:
CLICK HERE FOR APPLE: https://apple.co/2KcAHbH
CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

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

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