Your Questions About Suze’s Roth Five Year Rule Masterclass
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
00:00
RMDs, Beneficiaries, and Which Assets to Convert
Guidance on naming a spouse beneficiary, how RMDs affect estates and gifting (including funding adult children's Roths), and tactical advice to convert equities first for future tax-free growth.
Transcript
Play full episode
