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Taxes


Bills, Social Security, Stock Market, Taxes

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.

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401k, Home Buying, Roth, Student Loans, Taxes

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!

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Must Have Documents, Retirement, Taxes, Trust, Will

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!

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Credit Union, Financial Advisor, Home Buying, Home Mortgage, Stock Market, Taxes

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?

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IRS, Must Have Documents, Roth, Roth IRA, Taxes

Podcast Episode - Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze does a follow-up the the last episode and answers questions about Roths and the Five Year Rule.

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401k, Retirement, Roth, Roth IRA, Taxes

Podcast Episode - Suze School: What You Need to Know About The Five Year Rule for Roth

Since so many listeners have been writing Suze with questions about the Five Year Rule in relation to ROTHs, she decided to do a Suze School about it.

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ETFs, Investing, Stocks, Taxes

Tips to Boost Your Investing Confidence

For years I have been telling every woman they can (and should!) be confident investors.

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ETFs, Investing, Mutual Funds, Taxes

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.

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ETFs, Roth, Stock Market, Stocks, Student Loans, Taxes

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.

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Marriage, Retirement, Roth, Roth IRA, Taxes

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.

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Investing, Mortgage, Retirement, Taxes

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. 

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Children, Emergency Fund, Family, Saving, Taxes

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

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Credit Card, Home Mortgage, Investing, Retirement, Taxes

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.

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Credit Card, Debt, Emergency Fund, Student Loans, Taxes

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.

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Interest Rates, IRS, Loans, Marriage, Retirement, Roth, Roth IRA, Saving Money, Taxes

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.

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401k, Emergency Fund, Home Loans, Insurance, Interest Rates, Investing, Retirement, Roth, Roth IRA, Saving Money, Taxes

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.

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Car Buying, Credit Cards, Debt, Emergency Fund, Investing, Taxes

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.

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College, Family, Taxes

Podcast Episode - The Biggest Little Farm

After watching the documentary film, The Biggest Little Farm, Suze came away with a new perspective on how things really do fit together in the universe. She explains how we all have to keep faith.

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Credit Cards, Credit Union, Debt, Roth, Roth IRA, Taxes

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.

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Credit Cards, Credit Score, Emergency Fund, Fico Score, Investing, Roth, Roth IRA, Taxes

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.

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Bankruptcy, Retirement, Roth IRA, Taxes

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.

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Debt, ETFs, IRS, Life Insurance, Student Loans, Taxes

Podcast Episode - Ask Suze Anything

In this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Missy, Lucy, Audra, and Carmen.

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Debt, Emergency Fund, Financial Advisor, Retirement, Tax Refund, Taxes

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.

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Car Loan, Emergency Fund, Financial Planning, Home Buying, Insurance, Investing, Social Security, Taxes

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.

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Investing, Retirement, Roth, Stocks, Taxes

Podcast Episode - Stock Market Frenzy - What Now

In today’s podcast, Suze explains the recent downturn in the stock market and why it’s important to stay calm right now.  

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401k, Divorce, Marriage, Taxes

Podcast Episode - Ask Suze Anything

In this podcast of Ask Suze Anything, Suze focuses on divorce with questions from Women & Money listeners Adam, Maria, Anonymous, and Confidential.

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Debt, Retirement, Roth, Roth IRA, Students, Taxes, Women And Money

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.

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401k, Interest Rates, IRA, Retirement, Roth, Taxes

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.

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Emergency Fund, Mutual Funds, Retirement, Taxes

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.

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401k, Family, Financial Planning, IRA, Mortgage Rates, Retirement, Roth, Taxes

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.

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401k, Credit Cards, Employee Benefits, ETFs, Mutual Funds, Taxes, Trust, Will

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.

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Investing, Retirement, Stock Market, Stocks, Taxes

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...

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401k, Finacial Planning, Investing, IRA, Saving Money, Stocks, Taxes

Mid-Year Investment Review

When was the last time you checked that your investments still reflected your long-term investment strategy?

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Tax Refund, Tax Return, Taxes

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

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Tax Refund, Tax Return, Taxes

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.

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Tax Return, Taxes, Work

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

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Tax Refund, Taxes

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

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Estate Planning, Taxes

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.

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Saving, Tax Refund, Taxes

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.

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Scam Alert, Security, Taxes

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.

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College, Family, Home Buying, Loans, Mortgage, Student Loans, Taxes

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:

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Health, Health Insurance, Insurance, Saving, Tax Refund, Taxes

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%.

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Saving, Tax Refund, Taxes

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.

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Career, Personal Growth, Saving, Tax Refund, Tax Return, Taxes, Travel, Work

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.

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Gift Giving, Life Insurance, Scam Alert, Security, Taxes

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.

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401k, Loans, Retirement, Saving, Taxes

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.

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Investing, Personal Growth, Saving, Tax Refund, Taxes

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!

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College, Family, Saving, Student Loans, Students, Tax Refund, Tax Return, Taxes

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

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Estate Planning, Family, Marriage, Must Have Documents, Taxes, Trust, Will

Why Everyone Needs a Living Revocable Trust

Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.

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Family, Health, Health Insurance, Insurance, IRS, Marriage, Saving, Taxes

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.

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About Suze, Personal Growth, Retirement, Saving, Social Security, Taxes

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.

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© 2022 Suze Orman Media Inc. All rights reserved.
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