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  • Podcast
  • Newsletter
  • Resources
    • Resources
    • Retirement
    • Wills & Trusts
    • Investing
    • Credit/Debt
    • Insurance
    • Saving
  • About Suze
    • About Suze
    • Suze’s Story
    • Awards
    • TV & Radio
    • Suze Serves
  • Shop

Daily Archives: December 1, 2024

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  3. December
  4. 01

Qualified Charitable Distribution (QCD)

How to Get Tax Savings on Charitable Gifts

retirementBy December 1, 2024

If your intention is to make charitable gifts (and you anticipate you have more than enough saved in your retirement accounts to live comfortably), I want you to know about making charitable gifts directly from an Individual Retirement Account (IRA).

Podcast Episode – Ask KT & Suze Anything: Should We Stay in the Stock Market?

investing, Roth AccountsBy December 1, 2024

On this Ask KT and Suze Anything, Suze answers questions about annuities, capital gains tax, and IRA transfers.  Plus, a ROTH quizzy and so much more.

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