Ask Suze (and KT) Anything: March 25, 2021

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Holly, June, Katie, Craig, Steve, Mark and more selected and read by KT.  

This week’s questions:

• What should I do with the small amount of money I have in a Vanguard account?
• Should I contribute to a 403(b) or a ROTH IRA?
• My husband passed away while we were in the process of selling our home.  Once it sells, how can still get a $500,000 tax exemption?
• I am going through a divorce and want to transfer from a 403(b) into a ROTH by April 15.  Can I do that?
• What is your advice on helping an elderly parent, who has debt, to do refinance a mortgage?
• My friend borrowed money from me on a credit card and is very slow to pay me back.  What can I do?
• Should I move my investments from Bonds to REITs?

This week’s Quizzie (from Rachelle): I’ve maxed out my 401(k) and ROTH IRA contributions for 2020.  Can I also “catch-up” for the years I missed?

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