KT
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Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Next one is from Jermaine.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
And Jermaine said, Susie, I purchased your must have documents in 2021.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
And I have not completed them because I don't have an executor.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
How do I set up your must have documents when I don't have an executor?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I'm 54 years old.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I don't have any children.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I don't have any family.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I'm in year five, year five of a divorce case.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
And I don't want my money to end up in his hands.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Okay, Susie.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
But listen, the reason I picked this everyone in the subject line, she wrote, lone wolf with a quick question.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Thank you, Jermaine.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
So Susie, what should she do?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I would assume that.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
We don't know.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Okay, the next question is... We had that problem.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
What problem?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Katie's looking at me.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Oh, no, no, no.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
We had a different problem.