Category Archives: Roth Accounts

retirement, Roth Accounts · January 13, 2024

Podcast Episode – Suze School: A Different Way To Think About Your Future

On this episode, Suze teaches a lesson on a different way to think about your retirement accounts.  What are the pros and cons of a 401k, versus an investment account?

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Emergency Funds, Portfolio Management, Roth Accounts, saving · January 10, 2024

How You Can Make 2024 Less Stressful

The recent economic news that inflation has now slowed down is indeed great news, but it doesn’t erase all the pain that sharply rising prices in 2021 and 2022 have caused.

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life insurance, Roth Accounts · January 10, 2024

Podcast Episode – Ask KT & Suze Anything: Did I Give The Wrong Advice?

For this episode of Ask KT and Suze Anything, Suze answers questions about HSAs, 401(k)s, life insurance and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 11th, 2024.

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retirement, Roth Accounts · December 13, 2023

Roth 401ks Just Got Even Better

If you have a workplace retirement plan, chances are it now offers you the choice to save in a traditional or a Roth account.

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retirement, Roth Accounts, saving · December 6, 2023

My Roth IRA Challenge for 2024

You can contribute more to an IRA next year. And I hope you will. For 2024, the maximum contribution is $7,000 if you are younger than age 50.

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retirement, Roth Accounts, saving · November 15, 2023

Are You On Track for Retirement?

Saving for retirement is a big challenge. But the even bigger challenge is whether you are saving enough. There are all sorts of factors that go into figuring out how much you will need to have saved up by retirement…

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Roth Accounts, Stocks/Bonds/ETFs, student loans · November 2, 2023

Podcast Episode – Ask KT & Suze Anything: Should I Be Working Only For Health Benefits?

Suze and KT are back with another Ask KT & Suze Anything episode, where you’ll hear answers to questions about student loan debt, ETFs versus mutual funds, reverse mortgages and so much more.

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investing, retirement, Roth Accounts · September 6, 2023

Podcast Episode – Ask Suze & KT Anything: What is a Call Protected CD?

On this edition of Ask KT & Suze Anything, Suze answers questions about investing, finding out potential Social Security benefits, ROTH SEP and the 5 Year Rule and more.

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Roth Accounts, student loans · July 27, 2023

Podcast Episode – Ask Suze & KT Anything: Do You Love What You Do?

On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts and probate, finding your passion, ROTHs at an older age and more.

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