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KT

πŸ‘€ Speaker
1587 total appearances

Appearances Over Time

Podcast Appearances

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

The quad god, Elio.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

It broke my heart to see his mom, who doesn't even watch the game.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

She can't do it.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

She was a professional skater.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

But his father hugged him like it was all right.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

Okay, so from Amanda.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

Hi, Susie and KT.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

You were talking about the must-have docs on a recent podcast, and it made me think harder about setting up a will.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

I need to do it.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

I'm 42 years old.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

I have little liquid funds, but I have about $400,000 in retirement accounts, primarily traditional.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

I know she'll tell you to do your Roth.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

All right, ready?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

In making my will, can I leave people funds from the retirement accounts?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

Also, how often should I be updating my will?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

So Amanda, Susie's going to tell you though, there's another word that goes with will and it's called trust.

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion

I thought the price was going to go up.