Ask Suze (and KT) Anything: December 17, 2020

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT.  

This week’s questions:

• When is the best time to take Social Security?
• If I want to retire in five years, should I pay down my mortgage faster, or fund my 401(k)?
• If my husband and I file our taxes, “married filing separately,” can he still contribute to his ROTH?
• What should I do with a rollover ROTH IRA?
• How can I get over feelings that I wasn’t fully aware of our financial situation?
• Does “UAD” mean I have a revocable or irrevocable trust?
• Should I open a new discount brokerage account and get a VTI ETF?
• Can you put your home into a trust if you have a mortgage?

This week’s Quizzie:  Do you have to pay income tax when you cash in a life insurance policy?

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