Category Archives: Retirement

Retirement, Roth Accounts · September 17, 2025

Podcast Episode – Your Questions About Suze’s Roth Five Year Rule Masterclass

Many of you had some new questions after Suze’s Roth Five Year Rule Masterclass, so KT picked out a great sample and Suze answers them.

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Retirement, Roth Accounts · September 13, 2025

Podcast Episode – The Ultimate Roth Five Year Rule Masterclass

This Suze School episode is a Masterclass on the two types of five year rules surrounding Roth retirement accounts. Knowing which is which, will help you avoid penalties and making mistakes when you need to take money from a Roth…

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Annuities, Investing, Stocks/Bonds/ETFs · September 10, 2025

Podcast Episode – The Key to a Wealthy Life

On this Ask Suze & KT Anything episode, KT asks Suze your questions about avoiding the stress of downsizing, is it too late to invest in the stock market, when to stop contributing to an HSA and so much more.

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Annuities, Retirement, Stocks/Bonds/ETFs · September 3, 2025

Podcast Episode – Should I Take Money From My IRA to Buy a House?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about 529 Plans, dividend paying stocks, when to take your RMDs and so much more.

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Home Loans, Must Have Documents, Social Security · August 27, 2025

Podcast Episode – What Should I Do With my 401(k) When I Retire?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much more.

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Annuities, Must Have Documents · August 20, 2025

Podcast Episode – Don’t Take Investment Advice From a Friend

On this Ask Suze & KT Anything episode, KT asks Suze your questions about preparing for the what-if’s of life, what happens with your trust when you move, protecting your identity and so much more.

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Crypto, Home Loans, Roth Accounts · August 13, 2025

Podcast Episode – Roth Conversions: What You Need to Know

On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roth Conversions, Bitcoin, and home titles.  Plus, the correct way couples should split expenses and so much more.

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Crypto, Retirement, Social Security · August 4, 2025

Podcast Episode – Suze School: What The “Big Beautiful Bill” Means for Your Social Security Benefit

Since so many of you have written to Suze asking about the new “Big Beautiful Bill” and what it will mean for your money, today’s Suze School addresses one of the new law’s aspects: Social Security Benefits.

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Retirement, Roth Accounts · July 30, 2025

Boost Retirement with a Spousal IRA

You know that a Roth IRA is a fantastic way to save for retirement. But one catch is that you must have earned income to be able to contribute to any type of IRA.

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