Category Archives: IRAs/401(k)s

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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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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