Tag Archives: roth IRA

retirement, Roth Accounts · February 3, 2024

Podcast Episode – Suze School: Clearing Up The Roth 5 Year Rule

On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.

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Emergency Funds, retirement, Roth Accounts · January 27, 2024

Podcast Episode – Suze School: What You Need To Know About The 55 or Older Rule

On this Suze School, we get a lesson on how to stay financially healthy by accessing money in our retirement accounts, if we are under 59 and a half.

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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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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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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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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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