

Ask KT & Suze Anything: Should We Buy or Rent When We Retire?
5 snips May 16, 2024
In this podcast, topics include ROTHs, IRA contributions, spousal credit card debt in California, risks of Index Universal Life policies for tax reduction, and navigating social security limitations and housing decisions in retirement.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Excitement for an Upcoming Vacation and Ask Suze and KT Anything Edition
01:35 • 3min
Understanding Roth Accounts and IRA Distributions
04:23 • 18min
Understanding Credit Card Debt Responsibility in California
22:22 • 2min
Discussion on the Risks of Index Universal Life Policies for Tax Reduction in Retirement
24:02 • 2min
Navigating Social Security Limitations and Housing Decisions in Retirement
25:55 • 15min