Category Archives: retirement

retirement · December 1, 2024

How to Get Tax Savings on Charitable Gifts

If your intention is to make charitable gifts (and you anticipate you have more than enough saved in your retirement accounts to live comfortably), I want you to know about making charitable gifts directly from an Individual Retirement Account (IRA).

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investing, Roth Accounts · December 1, 2024

Podcast Episode – Ask KT & Suze Anything: Should We Stay in the Stock Market?

On this Ask KT and Suze Anything, Suze answers questions about annuities, capital gains tax, and IRA transfers.  Plus, a ROTH quizzy and so much more.

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retirement, saving, social security · November 27, 2024

How to Ace Retirement Planning: A Thanksgiving Perspective

As we gather around the table this Thanksgiving, reflecting on what we're grateful for often leads us to think about the future—and how to make it as secure and fulfilling as possible.

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social security · November 23, 2024

Podcast Episode – Suze School: Serious Things To Think About

Suze starts by asking us to think about the power of our words, specifically “can” and “can’t.” Then, Suze tells us what we need to think about, with regards to Social Security and how we can best secure our financial…

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retirement · November 20, 2024

Walk Your Way to a Healthier Retirement

When the Transamerica Center for Retirement Studies recently surveyed middle-class Americans, health-related issues ranked high among the most cited retirement fears. Declining health that requires long-term care tied for the most front-of-mind fear, along with running out of savings in…

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medicare, saving · November 20, 2024

Podcast Episode – Ask KT & Suze Anything: Hope For Those Who Feel Hopeless

On this Ask KT and Suze Anything, Suze answers questions about helping an older parent manage their money, starting to save your money, Medicare and so much more.

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retirement, social security · November 6, 2024

Social Security Updates for 2025

For those of you collecting your Social Security retirement benefit, your monthly payment will be 2.5% higher beginning in January. That increase is to account for inflation.

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Emergency Funds, retirement, saving · October 30, 2024

How to Gain Momentum in Saving for Retirement

A recent large poll conducted for CNBC found that less than half of workers are “cautiously optimistic” about having a secure retirement. That doesn’t surprise me, but it sure does make me a combination of sad, and concerned.

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home loans, retirement, Roth Accounts · October 30, 2024

Podcast Episode – Ask KT & Suze Anything: Do Not Live In a Home of Anger

On this Halloween edition of Ask KT & Suze Anything, Suze answers questions that spooked you about mortgages, focusing on retirement savings, ROTHs and more. Plus, listen to find out what Suze’s favorite Halloween candy is!

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