Taxes
A Taxing Reality of Retirement
Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit.
Podcast Episode - Ask KT & Suze Anything: Everything is Relevant at Some Point
For this episode of Ask KT and Suze Anything, Suze answers questions about planning your retirement, long term care insurance, home buying, and so much more.
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.
Podcast Episode - Suze School: The Right Pension Option
This Suze School is a lesson on choosing the right joint and survivor benefit pension option for you and your spouse. Remember to think of all the potential things that can happen after you retire
Revocable Living Trust - Do You Need One?
Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.
Podcast Episode - Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?
On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more.
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.
Inflation in 2022: The Good News
Inflation has been a big drain on household budgets for more than a year now.
Podcast Episode - Ask Suze & KT Anything: Worried About Taxes and FICO Scores
On this episode of Ask Suze & KT Anything, Suze answers questions about dollar cost averaging, schemes to pay less tax, reducing volatility in investments, staying budget friendly when starting a busi
Podcast Episode - Ask Suze Anything : May 9, 2019
In this episode of Ask Suze Anything, we hear updates from two Women & Money listeners, plus Suze offers advice to Julia, Judy, Terry, and Chris.
Podcast Episode - Inflation Strikes Again
On today’s podcast, Suze explains why the rising inflation rates means we have to be more careful with our spending. Conserving now will help us weather the storm, so we can be safe, strong, & secure.
Podcast Episode - Ask Suze & KT Anything: Are Forgiven Student Loans Taxable?
On today’s podcast Ask Suze & KT Anything, Suze answers questions about Series I Bonds and probate, Roth 401(k)s, real estate and so much more!
Podcast Episode - Ask Suze & KT Anything: I Want Permission To Retire
On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about TSPs, wills and trusts, pausing funding retirement accounts, taxes, imputed income and much more!
Podcast Episode - To Pay Off or Not To Pay Off
In this podcast, we go to Suze School about when is the best time to pay off a mortgage. Are you trusting your gut or believing people who really do not have your best interest in mind?
Podcast Episode - Suze School: Don't Get Stuck With A Heavy Load
On this episode, we go to Suze School for a lesson on the importance of having a diversified portfolio and why you should never buy a loaded mutual fund.
Podcast Episode - Suze School: What The New Tax Bill Could Mean For You
On this podcast, we go to Suze School for a lesson about the rise of crypto currencies, inflation, student loan forgiveness and what you need to know now about the proposed new tax bill.
Podcast Episode - Avoiding Retirement Account Mistakes You Can't Afford To Make
Today, we go to Suze School about the ramifications of what filing your income taxes, “Married - Filing Separately” can have on your ROTH IRA and traditional IRAs and how you can solve the problem.
Podcast Episode - Ask Suze (and KT) Anything
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Maritza, Serena, Christine, Lauren, Lisa and more, all selected and read by KT.
Child Tax Credit Payments Start Soon. What's Your Plan?
Beginning in July, most households with children under the age of 18 will begin receiving a sizable monthly check from the U.S. government. And that makes right now the best time to hatch a plan for h
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Holly, June, Katie, Craig, Steve, Mark and more selected and read by KT.
Podcast Episode - The Gift Of Time
On this podcast, Suze reviews some of the new Executive Orders signed by President Biden, and how they relate to your finances, with special attention to those of you affected by COVID-19.
Podcast Episode - Ask Suze Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT. We hear from Elizabeth, Shirley, Maria, Tom, Joan, Heidi, Delie and Ashlynn.
Podcast Episode - Ask Suze Anything
On this episode of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Jessica, Mini, Joan, Gloria, Virginia, and Asuun.
Podcast Episode - Ask Suze Anything
In this edition of Ask Suze Anything, Suze answers questions from Women & Money listeners Joann, Riley, Mary, Joelle, Gary, Eileen, Tonya, and many PPP recipients.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Elise, Denise, Suzanne, Jerilyn, Jennifer, Laura, and Beth.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Keith, Denise, Janae, Jennifer, Jean, Lagrimes, and Maria.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Missy, Lucy, Audra, and Carmen.
Getting a Tax Refund? Don’t Blow It.
Over the next few weeks plenty of you will receive a refund on your federal tax return, and for those of you in states that charge income tax, you may get money back from your state treasurer as well.
Podcast Episode - Ask Suze Anything - 136
In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Kathleen, Tina, Sonja, Leigh, Margaret, Joan, Margaret, Sally, Kiana, Allison, and Anonymous.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Diane, Anthony, Lune, Christina, Allie, Julie, Roseline, and Shelia.
Podcast Episode - Suze School: The SECURE Act
On this podcast, we go to Suze School for an education on how the new SECURE Act will affect retirement accounts and what you need to know to make the right adjustments for your financial future.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Becky, Terijas, Bernadette, Ania, Arlette, Mary, Nelly, and Marie.
Podcast Episode - Three Money Moves You Don’t Want To Make
In this podcast, Suze shares three recent conversations she’s had with friends and family about their finances.
Podcast Episode - Ask Suze Anything
In this Ask Suze Anything podcast, Suze talks about mistakes you can’t afford to make. She answers questions from Women & Money listeners Sarah, Jill, Joann, Menni, and Gavaris.
Podcast Episode - Ask Suze Anything: Get Things Right
On this week’s Ask Suze Anything, Suze wants you to get things right!
How to Invest for the Long-Term: Keep it Simple
Well, after more than 10 years of a very strong bull market, I can’t say I am surprised at the recent decline in stocks. I understand it can be unsettling. And you may be thinking you need to...
Mid-Year Investment Review
When was the last time you checked that your investments still reflected your long-term investment strategy?
The One Move You Must Make This Year with Your Tax Refund
Okay people, it’s that dangerous time of year. In the next month or so I know many of you will be receiving refunds on your federal tax returns, and some of you may also be in line for a state tax
Spring into Great Savings
You could have a great opportunity to boost your financial security in the next few weeks. Two developments could mean some extra money is landing in your bank account.
New Tax Law Could Deliver a Nasty Surprise a Year From Now. Here’s How to Protect Yourself
I know many of you expect the new tax laws will reduce your federal tax burden. But I have to tell you that there is a risk that when you file your 2018 tax return in early 2019 you could find you
What You Need to Know About your 2018 Taxes
Unless you were completely tuned out at the end of last year, you know that Congress passed a controversial bill that upends all sorts of tax laws. Controversial because the biggest benefits go to
PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.
If you’ve been following the Washington push for tax reform, you may have heard that the federal estate tax could be eliminated.
The 3 Smartest Moves You Can EVER Make with a Tax Refund.
The average refund for federal tax returns is nearly $3,000. And I know plenty of you also end up getting some money back when you file your state tax as well. Don’t blow it! Look, I know how easy it is to see your refund as a windfall. And that triggers thoughts of vacations, new wardrobes, or a new gadget or two.
Smartest 2017 Tax Move: Thwart Tax-Refund Thieves
The deadline to file your taxes is still more than three months away, but if you are in line to receive a refund, I want you to jump on getting your taxes filed ASAP.
A Taxing Reason to Not Buy a Home
There are two potentially large tax breaks that come with buying a home. But listen to me: I never think it is a good idea to factor in the tax breaks when deciding if you are ready to buy your first home. Nor do I ever want anyone to decide on a mortgage budget based on the after-tax net cost. Here’s why:
Tips to Keep Your Prescription Drug Costs Down
I am betting plenty of you have noticed the steep rise in prescription drug costs. According to the non-profit Kaiser Family Foundation, drug prices jumped more than 11% in 2014 and are estimated to have risen another 9.6% last year. And there’s no relief in sight. The expectation is that prices will rise about 4% in 2016. All of that is during a stretch when annual inflation has averaged less than 2%.
How to “Spend” Your Tax Refund
Spring is a dangerous time of year for your financial security. I know so many of you will be getting a tax refund; some of you may be getting money back from both Uncle Sam and your state. The danger is that you blow the money on a want, rather than focus on your needs.
The Most Important Tax Tip: File ASAP!
I know you probably can compile a very long list of things you’d rather do than tackle your 2015 tax returns. But please listen to me: procrastination could cost you big time this year, if you anticipate you will be receiving a refund.
Best Ever Valentine’s Gift
I have the best ever Valentine’s Day gift for the love of your life. Life Insurance. Yes, I said life insurance. Before you call me unromantic (or something worse), hear me out.
The Biggest Retirement Planning Mistake
A recent report that studied the 401(k) savings habits of millions of workers found that one in four of you are not contributing enough to your account to qualify for your employer’s maximum match. The average annual amount of money left on the table is more than $1,300 a year. That is nuts.
Suze Orman’s 10 Tips To Spring Clean Your Finances
Spring is in the air! Springtime is about renewal and rebirth, and therefore a perfect to take stock of your life, and take charge of your finances. It’s time to get off the fence and spring clean your finances, ladies!
Approved: White House Proposal for Universal Access to College
President Obama has announced a plan that would pay for 100% of the tuition for anyone who wants to attend a community college and can commit to remain on course to graduate from the two-year program
Same-Sex Married Couples To Get Federal Tax Recognition Regardless Of State
The U.S. Department of the Treasury announced Thursday that when it comes to taxes, it will recognize same-sex couples' marriages even if they live in a state that does not.
Gay Americans pay more taxes for fewer rights
That nine states and the District of Columbia have legalized same-sex marriage is encouraging progress for those of us who believe that everyone deserves to have basic civil rights. But, even if every state in the country could pass a similar legislation, it would not be enough.
