Category Archives: Retirement

Retirement · July 22, 2023

Podcast Episode – Suze School: The Right Pension Option

Listen to Podcast Episode:Suze School is a lesson on choosing the right joint and survivor benefit pension option for you and your spouse. Remember to think of all the potential things that can happen after you retire.

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Home Loans, Retirement · July 19, 2023

Podcast Episode – Suze School: What Else Can I Do to Save for a Home?

Listen to Podcast Episode:On this KT Birthday Eve Ask Suze and KT Anything episode, Suze answers your questions about ROTHs, HELOCs, paying for college and more.

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Annuities, Investing, Retirement, Saving · July 12, 2023

Retirement Withdrawals: What to Know

Only 1 in 4 retirees recently surveyed said they are very confident they know how much to withdraw from their savings and investments in retirement.

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Retirement, Roth Accounts · July 8, 2023

Podcast Episode – Suze School: Loans vs. Withdrawals From Roth Retirement Accounts

Listen to Podcast Episode:Suze’s lesson for this Suze School episode is all about the difference between loans and withdrawals from Roth retirement accounts. Podcast Transcript: 00:00:00 Music: Music (in).

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Retirement, Roth Accounts, Saving · July 5, 2023

Roth IRAs for Your Kids

A child, grandchild, niece or nephew, or just a younger friend with a paying summer job is likely not making a ton of money. But as a parent/grandparent/auntie/uncle/friend, you have a golden opportunity to launch them to their first million…

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Annuities, Estate Planning, Student Loans · July 5, 2023

Podcast Episode – Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more. Podcast Transcript: p>00:00:01 Music: Music (in).

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Crypto, Investing, Retirement, Roth Accounts, Saving · June 24, 2023

Suze School: 529 Plans and Roths – What You Can and Can’t Do – Podcast Episode

Today’s Suze School is an answer to a question Allison asked on the last Ask Suze and KT Anything episode (479), about converting unused money from a 529 plan into a Roth retirement account.

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Investing, IRAs/401(k)s, Retirement, Stocks/Bonds/ETFs · June 21, 2023

Ask Suze & KT Anything: Should Interns Enroll in a 401(k)? – Podcast Episode

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions IRA conversions, pensions, discounted stocks, where to retire and more.

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Annuities, Estate Planning, Investing, Life Insurance · June 14, 2023

Ask Suze & KT Anything: How Can I Learn About Investing? – Podcast Episode

On this Ask Suze and KT Anything episode, Suze answers your questions about whole life insurance, money from annuities, estate planning, popcorn, investing and more.

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