Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: To Remodel or Not To Remodel?

On this episode of Ask Suze & KT Anything, Suze answers questions about waiting to take Social Security, transferring from a ROTH to an annuity, inherited IRAs, RMDs…

Read Now›

Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: I Can’t Save Money

On this episode of Ask Suze & KT Anything, Suze answers questions about dividend paying stocks, inheriting a home, opening a ROTH IRA for a minor, rolling accounts…

Read Now›

Retirement, Saving, Social Security

How to Approach Potential Cuts to Social Security

By now you know I am a big believer in the highest earner in a household waiting until age 70 to start collecting their Social Security benefit.

Read Now›

Investing, Retirement

Podcast Episode – Ask Suze & KT Anything: No Savings, No Retirement Plan, What Do I Do?

On this episode of Ask Suze & KT Anything, Suze answers questions about saving for retirement, when to start investing, car leases, life insurance and more!

Read Now›

Retirement

A Medicare Advantage Problem That Can Cost You

If you, or a parent, or just someone you care about is enrolled in a Medicare Advantage plan, you need to be aware of a glitch that can…

Read Now›

Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: Rapid Fire Roths

Listen to Podcast Episode:This episode of Ask Suze & KT Anything, contains mostly rapid fire questions and Suze’s answers about Roths. Podcast Transcript: 00:00:32 KT: Good morning Suze.

Read Now›

Retirement, Saving

More Retirement Rule Changes for 2023

My friend, you now have even more reasons to follow my advice and save for retirement using a Roth account. Late last year Congress passed new rules that…

Read Now›

Retirement, Saving

Retirement Rule Changes for 2023

Congress recently passed a bunch of new rules that will impact how much you can save for retirement, make it easier to save in Roth accounts, and change…

Read Now›

Retirement, Saving

Roth 401(k) vs. Traditional 401(k)

By now you know I think Roth IRAs are a great way to save for retirement. But there may be an even better way to save (more) in…

Read Now›