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

Suze School: Don’t Mistake an IRA Transfer for an IRA Rollover

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

Suze Orman Media

Investing, Business

4.84.2K Ratings

🗓️ 18 December 2022

⏱️ 33 minutes

🧾️ Download transcript

Summary

On the final Suze School of 2022, Suze starts out with a reflection of the many lessons we learned this year.  Then, she lays out the differences between an IRA transfer and an IRA rollover and why you need to know the difference.

Plus, Suze makes a few comments on the housing market, paying off credit card debt and more.


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Transcript

Click on a timestamp to play from that location

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.

1:15.8

Today is December 82, 2002. Welcome everybody to the Women in Money Podcast as well as everyone

1:32.9

smart enough to listen Suzy Oh here and today is Suzy School. But I have to tell you I'm a little

1:40.0

bit nostalgic about this Suzy School. Want to know why? Because today really is the last Suzy

1:48.9

School of 2022. Now you might be saying but Suzy we have one more Sunday left. And no we don't

1:59.1

because next Sunday December 25th what happens we have a very very special guest. Now I know that

2:11.3

the majority of you that listen to the Women in Money Podcast and everyone smart enough to listen

2:17.2

loves this person. You love him. Oh that's your first clue. Second clue is he is an extraordinary

2:29.8

fisherman. Now who could that possibly be? Think about it. Oh better than just thinking about it

2:40.4

make sure you tune in next Sunday December 25th which is also a clue to who this person may be.

2:53.7

So this is it. So then I started to think we learned so many things this year didn't we everybody?

3:02.0

And I was trying to think what were the main things that we really took away from all of these

3:11.2

episodes over a hundred episodes this year. And the first one had to be I bonds. Don't you agree?

3:20.8

I mean I had to be I bond crazy most of this year especially just until November when everything

3:29.5

changed again but I was like I bonds I bonds you got to buy I bonds here's a way that you can

3:34.4

buy more than ten thousand dollars here's this here's that you got to do that. But I have to say

...

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