Tag Archives: roth

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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Social Security · October 18, 2023

Will You Owe Tax on Your Social Security Benefit?

I know that for many of you nearing retirement, your Social Security benefit will be a significant source of monthly income. That makes it extra important to understand whether you might owe income tax on your benefit.

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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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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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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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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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