Published: March 25, 2021, 9 a.m.
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On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Holly, June, Katie, Craig, Steve, Mark and more selected and read by KT.
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This week’s questions:
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\\n- What should I do with the small amount of money I have in a Vanguard account?
\\n- Should I contribute to a 403(b) or a ROTH IRA?
\\n- My husband passed away while we were in the process of selling our home. Once it sells, how can still get a $500,000 tax exemption?
\\n- I am going through a divorce and want to transfer from a 403(b) into a ROTH by April 15. Can I do that?
\\n- What is your advice on helping an elderly parent, who has debt, to do refinance a mortgage?
\\n- My friend borrowed money from me on a credit card and is very slow to pay me back. What can I do?
\\n- Should I move my investments from Bonds to REITs?
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This week’s Quizzie (from Rachelle): I’ve maxed out my 401(k) and ROTH IRA contributions for 2020. Can I also “catch-up” for the years I missed?
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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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