On today's Ask Suze (and KT) Anything podcast, I 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?
Posted by Suze at 2020-12-17 10:02:12 UTC