Category Archives: Roth Accounts

Emergency Funds, investing, Roth Accounts, saving, student loans · July 27, 2023

Top Money Tips for Young Adults

It was so great to see that “financial freedom” was the top long-term goal in a survey of young adults between the ages of 24 and 32.

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retirement, Roth Accounts · July 8, 2023

Podcast Episode – Suze School: Loans vs. Withdrawals From Roth Retirement Accounts

Listen to Podcast Episode:Suze’s lesson for this Suze School episode is all about the difference between loans and withdrawals from Roth retirement accounts. Podcast Transcript: 00:00:00 Music: Music (in).

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retirement, Roth Accounts, saving · July 5, 2023

Roth IRAs for Your Kids

A child, grandchild, niece or nephew, or just a younger friend with a paying summer job is likely not making a ton of money. But as a parent/grandparent/auntie/uncle/friend, you have a golden opportunity to launch them to their first million…

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Crypto, investing, retirement, Roth Accounts, saving · June 24, 2023

Suze School: 529 Plans and Roths – What You Can and Can’t Do – Podcast Episode

Today’s Suze School is an answer to a question Allison asked on the last Ask Suze and KT Anything episode (479), about converting unused money from a 529 plan into a Roth retirement account.

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investing, retirement, Roth Accounts, saving · May 24, 2023

Podcast Episode – Ask Suze & KT Anything: How Should Beneficiaries Be Set Up?

On this Ask Suze and KT Anything episode, Suze answers questions about buying T-Bills, paying for a parent’s health care, maxing out ROTHs and more.

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home loans, investing, retirement, Roth Accounts · April 22, 2023

Podcast Episode – Ask Suze & KT Anything: Why Did My Credit Score Drop?

Listen to Podcast Episode:On this special Sunday episode of Ask KT and Suze Anything, Suze answers questions about Robo advisors, Roths for minors, the real value of a home, resetting a retirement account, plus a heartfelt quizzie and more.

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investing, retirement, Roth Accounts, saving · April 15, 2023

Podcast Episode – Suze School: Revisiting The Five Year Rule For Roth Retirement Accounts

Since so many listeners are still writing Suze with questions about the Five Year Rule in relation to ROTHs, we’re replaying this Suze School from February 2022, about the rule.

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investing, Roth Accounts · March 29, 2023

Podcast Episode – Ask Suze & KT Anything: I Can’t Save Money

On this episode of Ask Suze & KT Anything, Suze answers questions about dividend paying stocks, inheriting a home, opening a ROTH IRA for a minor, rolling accounts in a trust and more!

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Emergency Funds, Roth Accounts · March 8, 2023

My 2023 Tax Refund Challenge

It’s that time of year again when I know many of you will be receiving a federal tax refund. And some may also be in line for a state refund as well.

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