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).
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.
As we gather around the table this Thanksgiving, reflecting on what we’re grateful for often leads us to think about the future—and how to make it as secure and fulfilling as possible.
For this Thanksgiving episode, Suze and KT have a conversation about an email from a listener who is being taken advantage of by their family.
Suze starts by asking us to think about the power of our words, specifically “can” and “can’t.” Then, Suze tells us what we need to think about, with regards to Social Security and how we can best secure our financial future.
When the Transamerica Center for Retirement Studies recently surveyed middle-class Americans, health-related issues ranked high among the most cited retirement fears. Declining health that requires long-term care tied for the most front-of-mind fear, along with running out of savings in retirement.
On this Ask KT and Suze Anything, Suze answers questions about helping an older parent manage their money, starting to save your money, Medicare and so much more.
Are you going to give yourself the best possible holiday gift this year? I know you deserve it, but I need you to know that too!
Suze explains why it’s important to stay grounded in what’s happening right now with ourselves, our families and our money. She reviews current stock market trends, real estate, interest rates and so much more.