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.

Trend

recordings per month · last 12 months

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

newest first · ▶ plays the moment

I now have $114,000 in that account.

My new employer offers a 401k Roth, which I will be contributing to.

My old employer plan only allows a complete one-time, all-at-once rollover to the new employer plan.

I know I will owe taxes on the conversion.

I do not want to pay taxes owed on the $114,000 all at once.

Is there any other way to do this?

Susie, this is from Giovanna.

I like this one a lot because I think it's two Italian ladies.

Hello.

First of all, thank you for your continued teachings.

I am a POA of a 96-year-old friend, Anna.

Anna owns her, so POA.

Power of attorney.

Yeah.

Anna owns her own house in which she lives alone.

She is very independent and strong-willed, good health overall, but limited mobility.

Anna's financial situation.

She owns her house outright.

Her long-term care insurance is about to end in a few months.

Anna has $58,000 in a bank.

Showing 461–480 of 533 · page 24 of 27