KT
👤 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
All right.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
My last and final question is from Jason.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I like this question.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Good morning, Susie and KT.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Can you explain the difference between an individual and a custodial 529 plan?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
What?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
All right, go on.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
My partner and I want to open a 529 for her seven-year-old daughter.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I am 46.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
My partner's 35.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Thanks for the show.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
This is from Jason.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
And then at the end of this, this is the best part.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
This is why I picked you, Jason.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
P.S.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Her daughter already has a Roth for minors.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Woo-hoo.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
Yeah.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
And the reason I picked this, see, great minds think alike, Susie.
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How To Avoid Tax Penalties on Roth Conversion
I love this.