Published: March 18, 2021, 9 a.m.
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On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Rosio, Melba, Nicholas, Pam, Anne, Betty, Sharon and more selected and read by KT.
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This week’s questions:
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\\n- What is the best way to allocate funds in a Vanguard IRA?
\\n- Should I open an account at Alliant in my name or in the name of my living revocable trust?
\\n- What are your thoughts on investing in insurance?
\\n- What do you recommend I do with bond investments?
\\n- At 90 years old, should I sit and hold my retirement savings account?
\\n- I am trying to help a friend learn to budget, but feel I am being taken advantage of. What should I do?
\\n- I decided to transfer money from my IRA into a work sponsored 403(b). Is that a good idea to avoid pro-rata taxes?
\\n- What is a good way for me to save my Stimulus Check?
\\n- If I transfer money from my traditional IRA into my child’s 529 plan, do I have to pay tax for the distribution?
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This week’s Quizzie (from Cyndee): Should I buy a home in my name for my daughter and son-in-law, or gift them money for a down payment and expenses?
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Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here!
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Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast!
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To ask Suze a question, download by following one of these links:
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CLICK HERE FOR APPLE
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CLICK HERE FOR GOOGLE PLAY
See omnystudio.com/listener for privacy information.
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