Suze teaches a special master class about what to do when you inherit a pre-tax retirement account. You’ll learn the different benefits if you’re an eligible designated beneficiary and a non-eligible designated beneficiary.
I am not surprised that more than 80% of women recently surveyed by Fidelity who had no emergency savings said they live with financial stress.
On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity. Plus a quizzy about paying for home repairs and more.
Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances?
I am a big fan of 401(k) rollovers into an Individual Retirement Account (IRA) when you leave a job.
On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.
Making an “early” withdrawal from a retirement account is typically a costly decision, as the government tacks on a 10% penalty for early withdrawals made from traditional IRAs and 401(k)s before the account owner is age 59 ½.
We finally have definitive rules from the IRS on how IRA beneficiaries must handle required minimum distributions (RMD).