Category Archives: IRAs/401(k)s

IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Saving · January 22, 2026

Podcast Episode – Three Rules That Beat Budgeting

On this episode of Ask KT & Suze Anything, Suze answers your questions about giving to charity, pensions and back door Roths.  Plus three rules to make better financial decisions and so much more. Listen to Podcast Episode:   Podcast…

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Estate Planning, IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Social Security, Wills & Trusts · January 15, 2026

Podcast Episode – Can My Spouse Fund My Roth?

On this episode of Ask KT & Suze Anything, Suze answers your questions about being an executor, collecting ex-spouses social security, accessing your Roth 401k, while living abroad and so much more. This episode has been updated and corrected since…

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Emergency Funds, IRAs/401(k)s, Roth Accounts · December 31, 2025

3 Money Moves to Kick-Off 2026

I am sending big, heartfelt wishes that the coming year brings you health and (more) happiness. And the time to spend with those you love. That is what matters most.

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Home Loans, IRAs/401(k)s, Must Have Documents · June 28, 2025

Podcast Episode: Ask KT & Suze Anything: Throwing Money At a Problem Does Not Always Solve It.

On this Sunday edition of Ask Suze & KT Anything, KT asks Suze questions from you about paying off a HELOC, rolling over a 401(k) and where you should keep your Must Have Docs.

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Home Loans, IRAs/401(k)s, Must Have Documents · June 18, 2025

Podcast Episode – Ask KT & Suze Anything: How Much Should I Charge My Child In Rent?

On this edition of Ask Suze & KT Anything, KT asks Suze questions from you about 401(k) contributions, paying down a mortgage, and sharing the Must Have Docs.

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IRAs/401(k)s, Retirement · May 21, 2025

How to Make Your IRAs Easier to Manage

If you have multiple traditional IRAs, you are setting yourself up for some potential headaches once you reach the age where you must begin to take required minimum distributions (RMDs).

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Debt, IRAs/401(k)s, Must Have Documents, Student Loans · April 30, 2025

Podcast Episode – Ask KT & Suze Anything: How Do I Settle A Deceased Parent’s Credit Card Debt?

On this episode of Ask KT and Suze Anything, Suze answers questions about beneficiaries of IRAs, student loans, filing taxes as a married couple and so much more.

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IRAs/401(k)s, Retirement, Stocks/Bonds/ETFs · February 5, 2025

Podcast Episode – Ask KT & Suze Anything: When Is The Right Time To Self Insure?

For this Ask KT & Suze Anything episode, Suze answers your questions about withdrawing from an IRA, fear of the markets, renting versus buying and so much more!

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Emergency Funds, IRAs/401(k)s, Retirement · January 15, 2025

Can Your Retirement Plan Pass This Stress Test?

If you are nearing retirement, you have decades of experience dealing with the unexpected. When things don’t go exactly as planned or hoped, you have the muscle memory of what it takes to work through adversity.

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