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Suze's Blog & Podcast Episodes
401k, Retirement, Roth
New Retirement Savings Limits for Pre-Retirees
December 12, 2024
There’s a new wrinkle to how much pre-retirees can contribute to their 401(k), 403(b) or similar accounts.
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Charity, Retirement, Taxes
How to Get Tax Savings on Charitable Gifts
December 02, 2024
If your intention is to make charitable gifts (and you anticipate you have more than enough saved in your retirement accounts to live comfortably), I want you to know about making charitable gifts
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