Tag Archives: taxes

Retirement, Social Security · June 26, 2024

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. The Internal Revenue Service says more than 25 million tax returns for the 2022 tax year reported…

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Investing, Stocks/Bonds/ETFs · April 13, 2024

Podcast Episode – Suze School: Suze’s April ‘24 Outlook

In this Suze School episode, Suze talks about Tax Day, why people are running out to buy gold at Costco, what’s going on in the stock market, Treasuries vs. CDs and more.

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IRAs/401(k)s, Life Insurance, Retirement · January 31, 2024

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.

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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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Retirement · July 22, 2023

Podcast Episode – Suze School: The Right Pension Option

Listen to Podcast Episode: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.

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Estate Planning, Must Have Documents · July 6, 2023

Revocable Living Trust – Do You Need One?

As I often talk about on my Women & Money podcast, having a revocable trust in place is one of the most important things you can do to protect yourself and your family.

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Annuities, Estate Planning, Student Loans · July 5, 2023

Podcast Episode – Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more. Podcast Transcript: p>00:00:01 Music: Music (in).

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Emergency Funds, Roth Accounts · March 8, 2023

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.

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Retirement, Saving, Social Security · November 9, 2022

Inflation in 2022: The Good News

Inflation has been a big drain on household budgets for more than a year now.

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