Suze Orman's Women & Money (And Everyone Smart Enough To Listen) cover image

Ask KT & Suze Anything: Can I Afford To Buy A Ring?

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

00:00

Retirement Investment Strategies and Taxable Bonds in Retirement Accounts

The chapter delves into various retirement investment strategies, including transferring a Roth to a brokerage firm without resetting the five year limit, withdrawing interest from 30-year treasury bonds, and deciding what to do with $125,000 in a TSP account. It discusses living off interest in retirement, the pros and cons of different investment options, and whether to trade taxable bonds in a Roth account. The episode also introduces a quiz segment for listeners to seek advice on affording purchases based on financial specifics.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app