Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Ask Suze & KT Anything: What is a Call Protected CD?
Sep 7, 2023
Suze Orman and KT answer questions about investing, Social Security benefits, Roth, SEP, and IRAs, taxability of interest on I Bonds for education expenses, long-term care insurance, and must-have legal documents.
37:36
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Quick takeaways
- Invest a portion of retirement account in treasury bills, notes, and bonds with different maturity periods.
- Opt for non-callable CDs instead of callable CDs in the current high-interest rate environment.
Deep dives
Investing Retirement Account
One listener seeks advice on what to do with her $150,000 retirement account that is not invested. Susie suggests dividing the amount, leaving $50,000 in a high-yield money market fund while investing the remaining $100,000 in a combination of treasury bills, notes, and bonds with different maturity periods.
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