KT
👤 SpeakerAppearances Over Time
Podcast Appearances
Me too.
I'm really glad she found it.
There's nothing worse than trying to figure things out.
And basically, she thought she lost all that money.
Yeah, because you go to put in G-O-L-D and it's a whole different... What?
That was only four years ago.
That's pretty great, right?
Yeah.
Really, that's a huge growth.
All right.
So question from Lauren, and this is based on January 22nd episode.
She learned all about IRAs and she said, Susie, is it possible to convert a SEP IRA into a SEP Roth IRA?
All right.
Second, if so, how should that be done properly?
Three, my current investments are down about 2%.
Does that make now a smart time to convert and potentially take advantage of tax loss harvesting?
So this is from Amber Susie.
She said, my father's 78.
He's finally setting up his will and trust.
He remarried a woman 10 years younger than him a couple years ago.