Category Archives: Retirement

Roth Accounts, Student Loans · July 27, 2023

Podcast Episode – Ask Suze & KT Anything: Do You Love What You Do?

On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts and probate, finding your passion, ROTHs at an older age and more.

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Emergency Funds, Investing, Roth Accounts, Saving, Student Loans · July 27, 2023

Top Money Tips for Young Adults

It was so great to see that “financial freedom” was the top long-term goal in a survey of young adults between the ages of 24 and 32.

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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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