Inherited IRAs: Important Updates for 2023
Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay…
Retirement
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…
Podcast Episode – Suze School: What Else Can I Do to Save for a Home?
Listen to Podcast Episode:On this KT Birthday Eve Ask Suze and KT Anything episode, Suze answers your questions about ROTHs, HELOCs, paying for college and more.
Retirement Withdrawals: What to Know
Only 1 in 4 retirees recently surveyed said they are very confident they know how much to withdraw from their savings and investments in retirement.
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…
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…
Roth IRAs for Your Kids
A child, grandchild, niece or nephew, or just a younger friend with a paying summer job is likely not making a ton of money. But as a parent/grandparent/auntie/uncle/friend,…
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…
Ask Suze & KT Anything: Should Interns Enroll in a 401(k)? – Podcast Episode
Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions IRA conversions, pensions, discounted stocks, where to retire and more.