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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

This year is the first year I've gotten a penalty as I did not withhold enough or pay enough throughout the year.

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

It was $164, but everything counts these days.

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

So Kristen was penalized $160,000?

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

I have already converted this year $40,000 when the market dropped, but I'm not sure how to avoid the not withholding enough penalty.

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

It's kind of tricky, right?

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

How do you do that, Susie?

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

I can read your mind though, right?

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

She knows it, everyone.

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

Last question, Susie, is from Jason.

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

You didn't pick many today.

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

Usually she really, she goes over time.

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

And I'm saying, if anything, give them a little bit of a break.

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

She's doing it now.

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

We've got to tape us together.

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

In a circle with my finger, my pointing finger.

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

Wrap it up, Susie.