Category Archives: Roth Accounts

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.

Read Now ›

Long Term Care, Roth Accounts · March 19, 2025

Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?

For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds. Plus, learn the difference between Aristocrat and King stocks and more!

Read Now ›

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.

Read Now ›

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).

Read Now ›

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.

Read Now ›

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!

Read Now ›

Debt, Retirement, Roth Accounts, Stocks/Bonds/ETFs · October 23, 2024

Podcast Episode – Ask KT & Suze Anything: I Enjoy Saving, More Than Spending

On this edition of Ask KT & Suze Anything, Suze answers questions about annuities, CD callbacks and medical debt.  Plus, a Roth quizzy and so much more!

Read Now ›

Debt, Must Have Documents, Retirement, Roth Accounts · October 16, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Get a Prenup?

On this edition of Ask KT & Suze Anything, Suze answers more questions about applying for disaster relief, medical bills causing debt, and when (or if) you should stop funding your Roths.

Read Now ›

Debt, Roth Accounts, Saving · September 18, 2024

Podcast Episode – Ask KT & Suze Anything: What is the Key to Be Successful?

On this edition of Ask KT and Suze Anything, Suze answers questions about what it means to be successful, saving for young children and getting out of debt.

Read Now ›