KT (Katie Taylor)

speaker

533 appearances 4 recordings 1 series first heard Jul 2026 last heard 9 Aug

KT (Katie Taylor)’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Aug 2026 with 2.

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Go on.

What is the question you have in front of you?

Okay.

Question from Roz.

So where does the Roth IRA fit in?

Can both the SEP IRA and the solo 401k people also contribute to their Roth IRA?

Okay, next question is from Anna.

She said, I'm retired, 57 years old.

I have $2 million in a traditional IRA that I'm converting to a Roth over 13 years, staying in the 22 to 24% bracket.

My advisor charges 0.60%, which is about $35,000 a year.

Wait, wait, did I just hear that right?

Go on.

He manages individual equities, keep cash reserves, and help her with tax planning on the conversions.

She said, I'm a low-cost index fund believer.

And I'm wondering, Susie, at what point does it make sense to move to self-management or a flat fee automated alternative?

And are platforms like Range a reasonable substitute for what a traditional advisor provides?

What's Range?

Next question is from Kelly.

Hi, Susie and KT.

My old employer only offered a traditional 401k.

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