Category Archives: retirement

retirement, social security · March 22, 2023

How to Approach Potential Cuts to Social Security

By now you know I am a big believer in the highest earner in a household waiting until age 70 to start collecting their Social Security benefit.

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investing, life insurance, retirement · March 8, 2023

Podcast Episode – Ask Suze & KT Anything: No Savings, No Retirement Plan, What Do I Do?

On this episode of Ask Suze & KT Anything, Suze answers questions about saving for retirement, when to start investing, car leases, life insurance and more!

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Emergency Funds, Roth Accounts · March 8, 2023

My 2023 Tax Refund Challenge

It’s that time of year again when I know many of you will be receiving a federal tax refund. And some may also be in line for a state refund as well.

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health insurance, medicare, retirement · March 1, 2023

A Medicare Advantage Problem That Can Cost You

If you, or a parent, or just someone you care about is enrolled in a Medicare Advantage plan, you need to be aware of a glitch that can cost you plenty if you’re not persistent.

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retirement, Roth Accounts · February 22, 2023

Podcast Episode – Ask Suze & KT Anything: Rapid Fire Roths

Listen to Podcast Episode:This episode of Ask Suze & KT Anything, contains mostly rapid fire questions and Suze’s answers about Roths. Podcast Transcript: 00:00:32 KT: Good morning Suze.

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investing, retirement, Roth Accounts · February 15, 2023

Podcast Episode – Ask Suze & KT Anything: All About Retirement Accounts

On this episode of Ask Suze & KT Anything, Suze answers your questions about rolling pensions into Roths, rolling 403(B)s into Roths, matching funds, investing in AI and more!

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retirement, Roth Accounts · February 8, 2023

More Retirement Rule Changes for 2023

My friend, you now have even more reasons to follow my advice and save for retirement using a Roth account. Late last year Congress passed new rules that make Roth 401(k)s even better, and creates a new Roth opportunity for…

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retirement, Roth Accounts · February 1, 2023

Retirement Rule Changes for 2023

Congress recently passed a bunch of new rules that will impact how much you can save for retirement, make it easier to save in Roth accounts, and change when retirees must start taking withdrawals from traditional retirement accounts.

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retirement, Roth Accounts · January 18, 2023

Roth 401(k) vs. Traditional 401(k)

By now you know I think Roth IRAs are a great way to save for retirement. But there may be an even better way to save (more) in a Roth.

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