Tag Archives: retirement

Annuities, Retirement · April 10, 2024

Even Big Retirement Savers Are at Risk

As fantastic as it is to have saved a lot for retirement, just because you’ve got a high balance doesn’t mean you’re set.

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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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Retirement, Social Security · March 20, 2024

Navigating When to Claim Social Security

I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.

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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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Retirement, Saving · March 2, 2024

Podcast Episode – Suze School: How an HSA Can Help You In Retirement

On this Suze School, we get a lesson about why, if you qualify, an HSA can help you with your medical expenses when you retire.

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IRAs/401(k)s, Retirement · February 28, 2024

Podcast Episode – Ask KT & Suze Anything: Avoid Emotional Poverty

For this episode of Ask KT and Suze Anything, Suze answers questions about IRA contributions, what happens when only one spouse works, selling a home and so much more.

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IRAs/401(k)s, Retirement · February 24, 2024

Podcast Episode – Suze School: The Language of Money in Retirement Accounts

On this Suze School, we get a lesson on the language of money in retirement accounts. We’ll learn about rollovers, transfers and conversions.

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Credit Cards, Retirement, Roth Accounts · February 21, 2024

Podcast Episode – Ask KT & Suze Anything: How Should I Prioritize My Spending Buckets?

For this episode of Ask KT and Suze Anything, Suze answers questions about 401ks, Roths, elder care, when to start a 529 plan and so much more.

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Retirement, Roth Accounts · February 17, 2024

Podcast Episode – Suze School: Clearing Up Your Backdoor Roth Confusion

This Suze School episode is once again on what you need to know about Back Door Roth’s and how the pro-rata rule works. Listen to Podcast Episode: Podcast Transcript: February 18th, 2024.

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