

Ask Suze & KT Anything: What is a Call Protected CD?
8 snips 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Investing $150,000 Retirement Account
01:50 • 22min
Discussion on Roth, SEP, IRAs and the Five Year Rule
24:14 • 2min
Taxability of Interest on I Bonds for Education Expenses
25:54 • 6min
Long-Term Care Insurance Question
32:06 • 5min
Farewell, Alliance Certificate Deposit, and Must-Have Documents
36:39 • 3min