Suze School: The Language of Money in Retirement Accounts

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

Suze Orman Media

Investing, Business

4.8 • 4.2K Ratings

🗓️ 25 February 2024

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this Suze School, we get a lesson on the language of money in retirement accounts. We’ll learn about rollovers, transfers and conversions. Knowing the meaning of these words may keep you from making a mistake, keep you from paying taxes when you don't have to and keep you from getting into a penalty situation.

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Transcript

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0:00.0	Hi everybody k-T here and Susie you think everyone's open their CD at a liant if they're smart k-t they did I hope so because who wants to miss a 12 to 17 month CD and get 5.4% interest. Unbelievable.
0:16.8	And if they have $75,000 or more, they can get 5.45% fabulous. I hope all of you go to my alliance.com and do what
0:28.2	Katie just look for Susie. Okay Susie are you ready for today's podcast?
0:33.0	Oh, you bet I am, because I'm unstoppable.
0:36.0	I put my arm around and show you how strong I am.
0:41.0	I put my arm on I saw you that I yeah yeah
0:49.2	I'm unstoppable I'm a bunch of wind on breaks I'm invincible
0:57.0	Yeah, I would every single game
1:00.0	Mind so powerful
1:02.0	I don't need batteries to play. I'm so confident.
1:07.0	Yeah I'm unstoppable today.
1:10.0	February 25th, 2024.
1:15.0	Welcome everybody to the Women and Money Podcast, as well as everybody's smart enough to listen.
1:20.0	Susie O here and today is Susie School. So that means get out your Susie notebooks or any
1:28.8	paper that you can write things down on because you know we do have a tremendous amount of
1:35.4	podcasts that I've done I think we're well over 500 now and sometimes you hear
1:41.0	something and it pertains to you or it doesn't pertain to you and then
1:46.7	you think okay and you're just listening and then all of a sudden you really need to know
1:52.1	what it is that I talked about on this
1:54.2	podcast and you go back to the podcast and you can't find them and then it becomes a
1:59.1	mess so it's just easier if you keep a notebook with things that probably you will need to
2:06.4	know one day.
	...

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