Category Archives: retirement

retirement, Roth Accounts, saving · December 6, 2023

My Roth IRA Challenge for 2024

You can contribute more to an IRA next year. And I hope you will. For 2024, the maximum contribution is $7,000 if you are younger than age 50.

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investing, IRAs/401(k)s · December 6, 2023

Podcast Episode – Ask KT & Suze Anything: Is My Father In Love With a Gold Digger?

On this episode of Ask KT & Suze Anything, Suze answers your questions about understanding investment terminology, managing your retirement accounts and more. Listen to Podcast Episode: Podcast Transcript: KT: Good morning, Suze.

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retirement · November 29, 2023

Keep Your Retirement Secure When Changing Jobs

More than 80% of Gen Z workers recently surveyed said changing jobs is central to their career strategy. The big reasons stated are to acquire new skills, take on new challenges, and seek out jobs that align with their values.

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investing, medicare, must have documents, saving · November 29, 2023

Podcast Episode – Ask KT & Suze Anything: Should We Buy or Rent?

On this episode of Ask KT & Suze Anything, Suze answers your questions about the "Must Have Docs", stocks in trusts, investments, dental savings plans and more.

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retirement, Roth Accounts, saving · November 15, 2023

Are You On Track for Retirement?

Saving for retirement is a big challenge. But the even bigger challenge is whether you are saving enough. There are all sorts of factors that go into figuring out how much you will need to have saved up by retirement…

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IRAs/401(k)s, retirement · November 8, 2023

Avoid This Common 401k Mistake Couples Make

If you and your spouse both contribute to a retirement plan offered through work, a new report says you may be leaving money on the table.

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Roth Accounts, Stocks/Bonds/ETFs, student loans · November 2, 2023

Podcast Episode – Ask KT & Suze Anything: Should I Be Working Only For Health Benefits?

Suze and KT are back with another Ask KT & Suze Anything episode, where you’ll hear answers to questions about student loan debt, ETFs versus mutual funds, reverse mortgages and so much more.

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social security · October 18, 2023

Will You Owe Tax on Your Social Security Benefit?

I know that for many of you nearing retirement, your Social Security benefit will be a significant source of monthly income. That makes it extra important to understand whether you might owe income tax on your benefit.

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investing, retirement, student loans · October 4, 2023

Podcast Episode – Ask Suze & KT Anything: How To Manifest Your Dreams

On this edition of Ask KT & Suze Anything, Suze answers questions about inherited retirement accounts, caring for aging parents, dollar cost averaging, student loans and more.

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