Category Archives: Retirement

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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IRAs/401(k)s, Retirement · January 7, 2023

Podcast Episode – Suze School: The Secure Act 2.0 and How It Effects Your Money

Listen to Podcast Episode:On today’s episode, Suze reviews the Secure Act 2.0 and the changes to the age for RMDs, excess contributions and more. Podcast Transcript: 00:00:33 Suze: January 8, 2023.

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Investing, Retirement, Saving · December 28, 2022

How to Nail One Big Goal for 2023

How to Nail One Big Goal for 2023 I hope you have been able to find the time to relax and catch your breath this holiday season.

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Crypto, IRAs/401(k)s, Retirement · December 17, 2022

Podcast Episode – Suze School: Don’t Mistake an IRA Transfer for an IRA Rollover

Listen to Podcast Episode:On the final Suze School of 2022, Suze starts out with a reflection of the many lessons we learned this year.

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Annuities, Debt, Investing, Retirement, Saving · December 14, 2022

Podcast Episode – Ask Suze & KT Anything: What Is The Goal of Your Money?

Listen to Podcast Episode:On today’s edition of Ask Suze and KT Anything, Suze answers your questions about paying off debt with a retirement account, what to do with the money from a mature annuity, pre-paid funerals and more.

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Investing, Retirement, Saving · December 7, 2022

How to Build Financial Security During Tough Times

In the fifteen years since my bestselling book Women & Money was first published, it has been so gratifying to watch so many women make terrific progress in building a secure financial future.

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Health Insurance, Long Term Care, Retirement · December 7, 2022

Podcast Episode – Ask Suze & KT Anything: Money Matters of The Heart

Listen to Podcast Episode:Today’s episode features two questions you have to ask yourself, about money matters of the heart; what is the best way to buy a former partner out of a home and managing the cost of caring for…

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