Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Should I Take Money From My IRA to Buy a House?
Sep 4, 2025
In this lively discussion, Suze and KT tackle a range of financial dilemmas. They explore the ins and outs of 529 Plans and the merits of dividend-paying stocks. The duo emphasizes the importance of essential legal documents and their role in estate planning, particularly for blended families. Listeners learn when to withdraw from retirement accounts like IRAs and strategies for navigating investment choices, including ETFs. Tips for maximizing savings and making sound financial decisions post-life changes round out this informative session.
AI Snips
Chapters
Books
Transcript
Episode notes
Withdraw From Accounts Based On Investments
- When withdrawing retirement income, prioritize which account has the best investments, not just whose name it's under.
- Account investments and required minimum distributions should guide which account you draw from.
Name A Successor For 529 Plans
- Name a successor owner on a 529 plan so management transfers smoothly after your death.
- This avoids probate and lets your chosen person manage the funds for beneficiaries.
Recreate And Fund Your Estate Documents
- Replace older wills by creating new Must Have Documents and complete all four at once for consistency.
- Notarize the documents and fund the trust by retitling assets into the trust's name.
