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Suze Orman’s Women & Money (And Everyone Smart Enough To Listen)

Ask Suze (and KT) Anything: May 20, 2021

32 min • 20 maj 2021

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Kristen, Nancy, Denise, Tamara, Holly, Becky, Penelope and Jeanie, selected and read by KT.  

This week’s questions:

  • I mistakenly fully funded my ROTH IRA and regular IRA.  What is my best option to pay the least in penalties and taxes?
  • If I won money in the lottery, what should I do with it?
  • What are some good funds to invest in?
  • What is the best way for me to utilize my deferred compensation?
  • I am 70, should I move money from an old 401(k) and invest in a ROTH?
  • How do I take my late husband’s 401(k) money before it disappears?
  • I’m 35 and have quite a bit of money in BitCoin.  Should I use some of that to pay off my mortgage?
  • Does it ever make sense to lease a car?

This week’s Quizzie, from Ed: What defines “earned income” with respect to a ROTH?


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