On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Rosio, Melba, Nicholas, Pam, Anne, Betty, Sharon and more selected and read by KT.  

This week’s questions:
What is the best way to allocate funds in a Vanguard IRA?
Should I open an account at Alliant in my name or in the name of my living revocable trust?
What are your thoughts on investing in insurance?
What do you recommend I do with bond investments?
At 90 years old, should I sit and hold my retirement savings account?
I am trying to help a friend learn to budget, but feel I am being taken advantage of.  What should I do?
I decided to transfer money from my IRA into a work sponsored 403(b).  Is that a good idea to avoid pro-rata taxes?
What is a good way for me to save my Stimulus Check?
If I transfer money from my traditional IRA into my child’s 529 plan, do I have to pay tax for the distribution?

This week’s Quizzie (from Cyndee): Should I buy a home in my name for my daughter and son-in-law, or gift them money for a down payment and expenses?

Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here!

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 Rosio, Melba, Nicholas, Pam, Anne, Betty, Sharon and more selected and read by KT.&nbsp;&nbsp;
This week&rsquo;s questions:
<ul>
<li aria-level="1">What is the best way to allocate funds in a Vanguard IRA?</li>
<li aria-level="1">Should I open an account at Alliant in my name or in the name of my living revocable trust?</li>
<li aria-level="1">What are your thoughts on investing in insurance?</li>
<li aria-level="1">What do you recommend I do with bond investments?</li>
<li aria-level="1">At 90 years old, should I sit and hold my retirement savings account?</li>
<li aria-level="1">I am trying to help a friend learn to budget, but feel I am being taken advantage of.&nbsp; What should I do?</li>
<li aria-level="1">I decided to transfer money from my IRA into a work sponsored 403(b).&nbsp; Is that a good idea to avoid pro-rata taxes?</li>
<li aria-level="1">What is a good way for me to save my Stimulus Check?</li>
<li aria-level="1">If I transfer money from my traditional IRA into my child&rsquo;s 529 plan, do I have to pay tax for the distribution?</li>
</ul>
This week&rsquo;s Quizzie (from Cyndee): Should I buy a home in my name for my daughter and son-in-law, or gift them money for a down payment and expenses?
<hr>
<a href="https://ww2.alliantcreditunion.org/ultimate-opportunity-savings?utm_source=suzeorman&amp;utm_medium=direct&amp;utm_campaign=suze21">Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here!</a>
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: March 18, 2021

https://api.omny.fm/orgs/2df1102a-5761-4c99-b489-aabd0161f8fe/clips/5abfb730-3376-462b-932c-acee01791842/transcript

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