Category Archives: retirement

home loans, retirement · May 8, 2024

How to Remodel for Retirement

One of the biggest financial decisions you face in retirement is where you will live. I know many of you are determined to stay right where you are.

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Annuities, credit cards, debt, Emergency Funds, home loans · May 8, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to go on Vacation?

On this edition of Ask KT and Suze Anything, Suze answers questions about emergency funds, credit card debt, leaving assets to children, reverse mortgages, plus a “Can I Afford It?” quizzy and so much more!

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retirement, Roth Accounts · May 1, 2024

IRA Distribution Update for 2024

The Internal Revenue Service just announced an important rule for the 2024 tax year that impacts anyone with an inherited IRA. Beginning in 2020, the rules for how fast you must empty an inherited IRA account changed for most beneficiaries.

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social security · May 1, 2024

Podcast Episode – Ask KT & Suze Anything: At Least Three of the Biggest Mistakes You Can Never Afford To Make

On this edition of Ask KT and Suze Anything, Suze tells you how to avoid some of the biggest mistakes you can never afford to make, plus answers to questions about Social Security, trusts, prenups and so much more!

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Roth Accounts · April 24, 2024

Podcast Episode – Ask KT & Suze Anything: I Have More Questions About Roths

After the last episode (E566), Suze received so many questions and comments, that she and KT are focusing this edition of Ask KT and Suze Anything on Roth retirement accounts.

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retirement, Roth Accounts · April 20, 2024

Podcast Episode – Suze School: Don’t Become Partners with Uncle Sam

In this Suze School episode, Suze explains why a Roth retirement account ultimately gives you more money than a pre-tax retirement account. Listen to Podcast Episode: Podcast Transcript: Welcome everybody to the Women and Money podcast, as well as everybody…

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Annuities, retirement · April 17, 2024

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

On this edition of Ask KT and Suze Anything, Suze answers questions about home buying, special needs trusts, preserving retirement, plus a “Can I Afford It?” quizzy and so much more!

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Annuities, retirement · April 10, 2024

Even Big Retirement Savers Are at Risk

As fantastic as it is to have saved a lot for retirement, just because you’ve got a high balance doesn’t mean you’re set.

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retirement, Roth Accounts · April 10, 2024

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

On this edition of Ask KT and Suze Anything, Suze answers questions about interest rates, the 5 Year Rule on Roths, how people live off interest, plus a “Can I Afford It?” quizzy and so much more!

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