Category Archives: Roth Accounts

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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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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Portfolio Management, Roth Accounts, Student Loans · June 11, 2025

Podcast Episode – Ask KT & Suze Anything: I Don’t Trust My Husband With Money. What Should I Do?

On this Ask Suze & KT Anything edition, KT ask Suze questions from you about GICs, student loans, and financial advisor fees.  Plus, KT’s favorite: Roths and so much more!

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Roth Accounts · May 14, 2025

Podcast Episode – Ask KT & Suze Anything: Should I Stop Paying Into My IRA to Get Out of Debt?

On this new edition of Ask KT and Suze Anything, Suze answers questions about sharing inherited IRAs, traditional 401(k)’s versus ROTHs and so much more.

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Retirement, Roth Accounts · April 9, 2025

The Best Investing Move for Your Retirement

Regardless of what happens in the stock market over the short term, I have a surefire investment move to make right now that is going to be a big win for you in retirement.

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