Ask Suze (and KT) Anything: January 28, 2021

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Karen, Deborah, Jackie, John, Bryson, Lisa, Jen, Deb, and Desiree selected and read by KT.  

This week’s questions:

We want to put our retirement account into our Revocable Trust.  Is a ROTH IRA a good option?

I have a big mortgage and a sizable tax bill.  How can I fix this mess?

How can I save for retirement, when my current job doesn’t offer a plan?

My parents live on Social Security.  What is the best way for them to live off that and what they’ll make from the sale of their home, while they rent a smaller condo?

My mother is being financially abused.  What can I do?

Should I get an annuity to generate income during retirement?

Should we pay off our mortgage or stay in the market?

What is the best fund to open for a grandchild?

How can I save money to afford the dental work I need?

This week’s Quizzie (submitted by Amy): Should I use my savings to pay off my credit cards, ro transfer the balance to a lower interest card?

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