Podcast Episode – Ask Suze & KT Anything: What is a Call Protected CD?
On this edition of Ask KT & Suze Anything, Suze answers questions about investing, finding out potential Social Security benefits, ROTH SEP and the 5 Year Rule and more.
Podcast Episode – Suze School: Meaning Creates Passion
Listen to Podcast Episode:On this Labor Day Weekend Suze School, Suze examines the difference between passion and meaning in our jobs and which one matters the most.
How to Tackle High Credit Card Interest Rates in 2023
I have to be honest with you. When I first saw the data on the current average interest rate imposed on consumers who don’t pay their credit card bill in full, I thought something was wrong with my eyes.
Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? – Podcast Episode
Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.
Podcast Episode – Suze School: Annuities in Retirement Accounts – I Don’t Think So!
As a follow-up to a question on last Sunday’s special Ask KT & Suze Anything, Suze does a deep dive explaining how to handle an annuity inside an IRA rollover and how that impacts your RMD.
Federal Student Loan Forgiveness Update
As I reported to you a few weeks ago, the Supreme Court ruled that the Biden Administration can’t move forward with its plan to forgive up to $20,000 in federal student loans for qualified borrowers.
Podcast Episode – Ask Suze & KT Anything: Financial Infidelity
On this edition of Ask KT & Suze Anything, Suze answers questions about choosing the right financial advisor, helping grandchildren with debt, wills and more.
Podcast Episode – Ask Suze & KT Anything: Inherited IRAs
Listen to Podcast Episode: This special Sunday edition of Ask KT & Suze Anything, is all about inherited IRAs. Since the rules for inherited IRAs have changed dramatically, it’s important for you to know how to apply those rules so you can access the IRA you inherit.
Inherited IRAs: Important Updates for 2023
Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay the IRA tax on those distributions if the money was in a traditional IRA).