Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Ask KT & Suze Anything: Do My HSA Expenses Ever Expire?
Feb 27, 2025
In this lively discussion, listeners explore the intricacies of managing HSAs and IRA growth rates. Suze sheds light on the benefits of charitable contributions while breaking down the essential differences between Lady Bird deeds and living revocable trusts. Strategies for navigating retirement portfolios and the importance of careful financial planning take center stage. Plus, a fun quiz on Roth IRA contributions adds a twist, enhancing understanding of retirement planning complexities. Financial wellness is just a conversation away!
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Emergency Funds
- Secure yourself financially by building an emergency savings account.
- It's the foundation of financial wellness.
Investment Advice
- Be wary of investment advice from family members, especially after a loss.
- Seek professional advice and consider transferring assets for better management.
Roth IRA Conversions
- Convert traditional IRA funds to Roth IRA to minimize future RMDs.
- Consult a CPA to determine the optimal conversion amount to minimize tax implications.