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:

CLICK HERE FOR APPLE  

CLICK HERE FOR GOOGLE PLAY

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women &amp; Money listeners selected and read by KT.&nbsp;&nbsp;
This week&rsquo;s questions:
<ul>
<li>When is the best time to take Social Security?</li>
<li>If I want to retire in five years, should I pay down my mortgage faster, or fund my 401(k)?</li>
<li>If my husband and I file our taxes, &ldquo;married filing separately,&rdquo; can he still contribute to his ROTH?</li>
<li>What should I do with a rollover ROTH IRA?</li>
<li>How can I get over feelings that I wasn&rsquo;t fully aware of our financial situation?</li>
<li>Does &ldquo;UAD&rdquo; mean I have a revocable or irrevocable trust?</li>
<li>Should I open a new discount brokerage account and get a VTI ETF?</li>
<li>Can you put your home into a trust if you have a mortgage?</li>
</ul>
This week&rsquo;s Quizzie:&nbsp; Do you have to pay income tax when you cash in a life insurance policy?
<hr>
Join Suze&rsquo;s Women &amp; 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:
<a href="https://apple.co/2KcAHbH">CLICK HERE FOR APPLE</a>&nbsp;&nbsp;
<a href="https://bit.ly/3curfMI">CLICK HERE FOR GOOGLE PLAY</a>

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 & 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.

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 <a href="https://apple.co/2KcAHbH">Apple App Store</a> or <a href="https://bit.ly/3curfMI">Google Play</a>, 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.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

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 Sundays and Thursdays.

Join Suze’s free podcast Community by downloading the Women & 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.

Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today.&nbsp; Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice.&nbsp; In about 30 minutes, you&rsquo;ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money.&nbsp;
Suze brings over 40 years of experience to help you be more and therefore have more. &nbsp; If you don&rsquo;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 Sundays and Thursdays.
Join Suze&rsquo;s free podcast Community by downloading the Women &amp; Money App on the <a href="https://apple.co/2KcAHbH">Apple App Store</a> or <a href="https://bit.ly/3curfMI">Google Play</a>, 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.

Suze Orman's Women & Money

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

https://api.omny.fm/orgs/2df1102a-5761-4c99-b489-aabd0161f8fe/clips/7128ed53-64eb-4476-a626-ac94001e651c/transcript

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