Ask Suze (and KT) Anything: December 17, 2020 - a podcast by Suze Orman Media

from 2020-12-17T10:00

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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?

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