Category Archives: Roth Accounts

Retirement, Roth Accounts · August 7, 2024

The Latest IRA RMD Rule Update

We finally have definitive rules from the IRS on how IRA beneficiaries must handle required minimum distributions (RMD).

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Roth Accounts · June 19, 2024

Here’s Why Your Teen Should Open a Roth IRA

There is no more lucrative financial move than to have a teenager or young adult open a Roth IRA. Now I know that may be a hard sell.

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Investing, Retirement, Roth Accounts · May 29, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to Have a Baby?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMDs, ROTHs, investing in art and wine. Plus, a “Can I Afford It?”  quizzy and so much more!

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Credit Cards, Debt, Roth Accounts · May 15, 2024

Podcast Episode – Ask KT & Suze Anything: Should We Buy or Rent When We Retire?

On this edition of Ask KT and Suze Anything, Suze answers questions about ROTHs, IRA contributions, spousal credit card debt, plus a “Should I Do It?” quizzy and so much more!

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Retirement, Roth Accounts · May 1, 2024

IRA Distribution Update for 2024

The Internal Revenue Service just announced an important rule for the 2024 tax year that impacts anyone with an inherited IRA. Beginning in 2020, the rules for how fast you must empty an inherited IRA account changed for most beneficiaries.

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Roth Accounts · April 24, 2024

Podcast Episode – Ask KT & Suze Anything: I Have More Questions About Roths

After the last episode (E566), Suze received so many questions and comments, that she and KT are focusing this edition of Ask KT and Suze Anything on Roth retirement accounts.

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Retirement, Roth Accounts · April 20, 2024

Podcast Episode – Suze School: Don’t Become Partners with Uncle Sam

In this Suze School episode, Suze explains why a Roth retirement account ultimately gives you more money than a pre-tax retirement account. Listen to Podcast Episode: Podcast Transcript: Welcome everybody to the Women and Money podcast, as well as everybody…

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Retirement, Roth Accounts · April 10, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Ring?

On this edition of Ask KT and Suze Anything, Suze answers questions about interest rates, the 5 Year Rule on Roths, how people live off interest, plus a “Can I Afford It?” quizzy and so much more!

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Investing, Retirement, Roth Accounts · March 6, 2024

Podcast Episode – Ask KT & Suze Anything: We’re in our 50s, should we get married?

For this episode of Ask KT and Suze Anything, Suze answers questions about opening investment accounts for children, catching up on a ROTH, maintaining retirement savings and so much more.

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