KT
👤 SpeakerAppearances Over Time
Podcast Appearances
And then she'd say, and if you go to church Sunday, share it with the whole church.
So it was fun for her to do that.
And then I'd get the phone call in the green room.
What is Susie doing?
Okay.
Next question.
Again, please help Roth confusion.
Whenever I see these questions, I relate.
So hi, Susie and KT.
My Roth IRA was set up more than five years ago.
And if I roll my Roth 401k into my Roth IRA, will it be treated as the five plus year old account?
Yes, it will.
This is from Charles, my last question.
Hi, Susie.
As I listened to you and KT recently, I've been wondering about my parents' plans.
I am the executor of their wills and also have access to their power of attorney and their living wills.
I already know where this is going.
Go on.
I asked them about a living revocable trust and they told me they had no need for one.
They say the bulk of their money is in retirement accounts and the only property they own is the house they live in.