Category Archives: Retirement

IRAs/401(k)s, Retirement · August 26, 2023

Podcast Episode – Suze School: Annuities in Retirement Accounts – I Don’t Think So!

As a follow-up to a question on last Sunday’s special Ask KT & Suze Anything, Suze does a deep dive explaining how to handle an annuity inside an IRA rollover and how that impacts your RMD.

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IRAs/401(k)s, Retirement · August 19, 2023

Podcast Episode – Ask Suze & KT Anything: Inherited IRAs

Listen to Podcast Episode: This special Sunday edition of Ask KT & Suze Anything, is all about inherited IRAs. Since the rules for inherited IRAs have changed dramatically, it's important for you to know how to apply those rules so…

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Estate Planning, IRAs/401(k)s, Retirement · August 16, 2023

Inherited IRAs: Important Updates for 2023

Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay the IRA tax on those distributions if the money was in a…

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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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