Category Archives: IRAs/401(k)s

IRAs/401(k)s, Life Insurance, Retirement, Stocks/Bonds/ETFs · September 25, 2024

Podcast Episode: Ask KT & Suze Anything: Can I Afford a Swanky New Apartment?

On this edition of Ask KT and Suze Anything, Suze answers questions about term insurance policies, IRA rollovers, and interest rates. Plus, a quizzie about selling a home with no mortgage to buy a fancy new apartment and more!

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IRAs/401(k)s, Retirement · September 4, 2024

Podcast Episode – Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts – Part II

This episode is part two of the special Suze master class, from Episode 604, about what to do when you inherit a pre-tax retirement account. KT gathered up your questions and you’ll hear Suze answer them.

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IRAs/401(k)s, Retirement · August 31, 2024

Podcast Episode – Suze School Master Class: Pre-Tax Inherited Retirement Accounts

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.

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Estate Planning, IRAs/401(k)s, Must Have Documents · August 28, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Protect My Identity?

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.

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IRAs/401(k)s, Retirement · August 21, 2024

Don’t Make These 401k Rollover Mistakes

I am a big fan of 401(k) rollovers into an Individual Retirement Account (IRA) when you leave a job.

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Emergency Funds, IRAs/401(k)s, Retirement · August 14, 2024

Emergency Withdrawals from Retirement Accounts

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.

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IRAs/401(k)s, Retirement · May 18, 2024

Podcast Episode – Suze School: It’s Never Too Late To Fix a Mistake

For this Suze School episode, Suze reads an email from a listener who wants to retire, but it may not be the right time. Is it too late to change the plan?

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IRAs/401(k)s · April 3, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Camping Tent?

On this edition of Ask KT and Suze Anything, Suze answers questions about using a legal separation to protect one’s assets, paper I Bonds, plus a “Can I Afford It?” quizzy and so much more!

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IRAs/401(k)s, Retirement · February 28, 2024

Podcast Episode – Ask KT & Suze Anything: Avoid Emotional Poverty

For this episode of Ask KT and Suze Anything, Suze answers questions about IRA contributions, what happens when only one spouse works, selling a home  and so much more.

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