Avoiding Retirement Account Mistakes You Can’t Afford To Make

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

Suze Orman Media

Business, Investing

4.6 • 4K Ratings

🗓️ 15 August 2021

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today, we go to Suze School about the ramifications of what filing your income taxes, “Married - Filing Separately” can have on your ROTH IRA and traditional IRAs and how you can solve the problem.

Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union at: https://bit.ly/3vEUTZW

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Transcript

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0:00.0	Hi everybody, Suzy Orman here and Katie and welcome to the Women in Money Podcast and everyone's
0:06.0	smart enough to listen. And both of us are so proud to have this podcast sponsored by a
0:12.5	Lyand Credit Union, the home of the ultimate opportunity savings account. This is where if you
0:19.4	simply go to myalliant.com and why all L I A and T dot com open an account and deposit $100
0:30.9	a month every month for 12 consecutive months. What's going to happen Katie? Alliant is going to pay
0:36.5	you a bonus of $100. That is the place that both of us want you to save. So go to myalliant.com
0:45.8	and do what Katie? Look for Suzy and start saving now.
1:16.8	August 15th, 2021. Now I'm going to make this podcast as fast and as brief as possible
1:34.0	because I'm recording it between two tropical storms. Fred, that's hitting right now, but I think I
1:42.4	have a window here to get this podcast out over to Robert. And then the next storm is grace that's
1:50.4	coming Tuesday and Wednesday. So we'll see what happens on Thursday, but we are hunkered down here,
1:56.4	safe and sound and ready to go. So a few things I want to talk about before I do Suzy school today.
2:06.3	And the first one is about this sweepstakes. So so many of you are so excited about it and that's
2:13.2	the sweepstakes being offered by a lion credit union, but you have questions. So I'm going to
2:20.2	answer them right now. First of all, many of you are writing it and saying, Suzy, I want to open
2:26.8	this up for my 15 year old, my 17 year old. You have to be 18 years or older to open up the ultimate
2:36.0	opportunity savings account at a lion credit union. Again, for those of you who don't know how to do
2:42.1	that, just go to myaliant.com. That is where you open up my ultimate opportunity savings account.
2:51.2	That's number one. Number two, if you already have an ultimate opportunity savings account,
2:59.3	you are automatically entered twice into the sweepstakes. So don't worry. It's not like you have to
3:07.2	open up more accounts in everything. Again, you already are entered twice. You don't have to do
3:14.6	anything else because you've been enjoying the 0.55% interest rate as well as hopefully you're
	...

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