Category Archives: Retirement

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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Retirement · September 27, 2023

Don’t Make This Big Retirement Mistake

A recent survey of Americans who have yet to retire found that just 10% have made plans to receive the biggest possible Social Security payout.

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Home Loans, IRAs/401(k)s, Retirement, Saving · September 27, 2023

Podcast Episode – Ask Suze & KT Anything: What Kind of Life Insurance Should I Have for My Child?

Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about trusts, IRAs, reverse mortgages, savings accounts for children and more.

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Retirement · September 13, 2023

Your Ultimate Retirement Depends on This

I was encouraged to see in a big new national Age Wave survey of people at least 65 that the majority are feeling so hopeful.

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Investing, Retirement, Roth Accounts · September 6, 2023

Podcast Episode – Ask Suze & KT Anything: What is a Call Protected CD?

On this edition of Ask KT & Suze Anything, Suze answers questions about investing, finding out potential Social Security benefits, ROTH SEP and the 5 Year Rule and more.

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Annuities, Estate Planning, Investing, Retirement · August 30, 2023

Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? – Podcast Episode

Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.

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