Category Archives: Roth Accounts

retirement, Roth Accounts · January 3, 2026

Podcast Episode – Suze’s Mega Retirement Plan Strategy For 2026

On this Suze School, we get a review on the basics of Roth retirement accounts and Suze goes over the new 2026 contribution limits.  Then, Suze explains how a new rule around employer sponsored Roths can help you build up…

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Emergency Funds, IRAs/401(k)s, Roth Accounts · December 31, 2025

3 Money Moves to Kick-Off 2026

I am sending big, heartfelt wishes that the coming year brings you health and (more) happiness. And the time to spend with those you love. That is what matters most.

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Credit & Debt, podcast, retirement, Roth Accounts · December 10, 2025

Podcast Episode – How Not To Pay Taxes On An Inherited Retirement Account

On this edition of Ask KT & Suze Anything, Suze answers your questions about borrowing against an insurance policy, medicare, is an expensive car really worth it and so much more!

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estate planning, podcast, retirement, Roth Accounts, Wills & Trusts · December 3, 2025

Podcast Episode – If You Take Social Security at 62, What Will You Do at 92?

On this edition of Ask KT & Suze Anything, Suze answers your questions about when to take Social Security, annuities, retirement accounts at your job and so much more!

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retirement, Roth Accounts · October 22, 2025

Don’t Skip This Great Retirement Benefit

If you have a retirement plan through work, chances are your employer offers a great option. Yet, for reasons I can’t understand, you aren’t signing up for this great option.

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must have documents, Roth Accounts · September 24, 2025

Podcast Episode – Is Now a Good Time to Refinance My Mortgage?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must Have Docs, Roths, and so much more.

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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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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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