Category Archives: Retirement

Roth Accounts · January 29, 2025

Inherited IRA Must Do in 2025

If you inherited an IRA from someone who passed away in 2020 or later, an important new IRS rule has kicked in beginning in 2025 that you need to pay attention to.

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Retirement · January 22, 2025

Building Community Around Women and Money

If you are reading this I know you are someone who is motivated to make smart decisions that will build financial security.

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Annuities, Investing · January 22, 2025

Podcast Episode – Ask KT & Suze Anything: Is My Daughter a Miser?

On this episode of Ask KT and Suze Anything, Suze answers questions about fixed annuities, callable CDs, and teaching your child to save money.  Plus, learn what a margin account is and more.

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Emergency Funds, IRAs/401(k)s, Retirement · January 15, 2025

Can Your Retirement Plan Pass This Stress Test?

If you are nearing retirement, you have decades of experience dealing with the unexpected. When things don’t go exactly as planned or hoped, you have the muscle memory of what it takes to work through adversity.

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Crypto, Estate Planning, Life Insurance, Retirement · January 8, 2025

Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions

On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 9, 2025.

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Annuities, Home Loans · December 25, 2024

Podcast Episode – Ask KT and Suze Anything: Why Buying a Condo Can End Up As Your Biggest Nightmare

On this episode of Ask KT and Suze Anything, Suze answers questions about car loans, getting rid of annuities, selling inherited property and more. Listen to Podcast Episode: Podcast Transcript: KT: Hi everybody.

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Medicare · December 19, 2024

Podcast Episode – Ask KT and Suze Anything: Can My Spouse Help Me Fund My Roth?

On this episode of Ask KT and Suze Anything, Suze answers questions about IRA rollovers, savings accounts, Medicare and more. Listen to Podcast Episode: Podcast Transcript: Suze: December 20, 2024.

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Medicare, Retirement · December 18, 2024

Here’s How Much Medicare Will Cost in 2025

Medicare pays for a bulk of older Americans’ health care costs, but not all. And each year Medicare adjusts key costs that are paid by enrollees.

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Retirement, Roth Accounts · December 11, 2024

New Retirement Savings Limits for Pre-Retirees

There’s a new wrinkle to how much pre-retirees can contribute to their 401(k), 403(b) or similar accounts. Beginning in 2025, it will be possible for workers of a certain age to save nearly $35,000 in their 401(k).

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