Retirement Account Rollovers: What to Consider
When you leave a job with a 401k you have an important choice to make. As long as you have at least $5,000 in the 401k you are…
Retirement
Podcast Episode – Ask Suze & KT Anything: How Should Beneficiaries Be Set Up?
On this Ask Suze and KT Anything episode, Suze answers questions about buying T-Bills, paying for a parent’s health care, maxing out ROTHs and more.
Earn More on Your Savings in Retirement
As I explain in detail in The Ultimate Retirement Guide for 50+, once you are living off retirement income, my recommendation is to keep three to five years of…
Podcast Episode – Ask Suze & KT Anything: I Have A Dilemma
On this Ask Suze and KT Anything episode, Suze answers questions about ex-spouses and Social Security, investing, gifts with strings attached, leaving money to a pet and more.
Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared
On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a…
Podcast Episode – Ask Suze & KT Anything: Why Did My Credit Score Drop?
Listen to Podcast Episode:On this special Sunday episode of Ask KT and Suze Anything, Suze answers questions about Robo advisors, Roths for minors, the real value of a…
Women & Retirement
Recent research from T. Rowe Price was short on good news for the retirement prospects of women.
Podcast Episode – Suze School: Revisiting The Five Year Rule For Roth Retirement Accounts
Since so many listeners are still writing Suze with questions about the Five Year Rule in relation to ROTHs, we’re replaying this Suze School from February 2022, about…
Investing for Your Long-Term Goals
I am well aware that investing has been quite a challenge lately. We went through a painful bear market for most of 2022. And after an encouraging 7%…