Tag Archives: 401k

IRAs/401(k)s, Retirement · May 31, 2023

Retirement Account Rollovers: What to Consider

When you leave a job with a 401k you have an important choice to make. As long as you have at least $5,000 in the 401k you are typically allowed to keep it right where it is.

Read Now ›

Retirement, Roth Accounts · February 8, 2023

More Retirement Rule Changes for 2023

My friend, you now have even more reasons to follow my advice and save for retirement using a Roth account. Late last year Congress passed new rules that make Roth 401(k)s even better, and creates a new Roth opportunity for…

Read Now ›

Retirement, Roth Accounts · February 1, 2023

Retirement Rule Changes for 2023

Congress recently passed a bunch of new rules that will impact how much you can save for retirement, make it easier to save in Roth accounts, and change when retirees must start taking withdrawals from traditional retirement accounts.

Read Now ›

Retirement, Roth Accounts · January 18, 2023

Roth 401(k) vs. Traditional 401(k)

By now you know I think Roth IRAs are a great way to save for retirement. But there may be an even better way to save (more) in a Roth.

Read Now ›

IRAs/401(k)s, Retirement · January 7, 2023

Podcast Episode – Suze School: The Secure Act 2.0 and How It Effects Your Money

Listen to Podcast Episode:On today’s episode, Suze reviews the Secure Act 2.0 and the changes to the age for RMDs, excess contributions and more. Podcast Transcript: 00:00:33 Suze: January 8, 2023.

Read Now ›

Investing, IRAs/401(k)s, Saving · October 7, 2022

Podcast Episode – How Do You Help or Hurt Yourself Financially?

Listen to Podcast Episode:On this Suze School, Suze walks through what happened in the markets this past week and outlines ways we can keep our money safe and secure during this very volatile time.

Read Now ›

Budgeting, IRAs/401(k)s, Retirement, Saving · October 5, 2022

How to Keep Your Savings on Track During Inflation

With so many essential costs, such as groceries, costing a lot more, budgets are being painfully stretched. A recent survey by Morgan Stanley found that more than 6 in 10 employees report they have had to reduce what they are…

Read Now ›

IRAs/401(k)s, Portfolio Management, Retirement, Saving · October 5, 2022

Podcast Episode – Ask Suze & KT Anything: ID Theft, Financial Advisors and Inheritance

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about freezing your accounts, diversifying your portfolio, inheriting money, young couples pooling their money and more.

Read Now ›

Emergency Funds, IRAs/401(k)s, Retirement · August 24, 2022

Why Your 401k Statement Got Updated

Your latest quarterly 401k statement likely includes some new information that can be quite an eye-opener. For eons, your 401k statement has shown the total value of your investments.

Read Now ›