Category Archives: Retirement

Retirement · September 13, 2023

Your Ultimate Retirement Depends on This

I was encouraged to see in a big new national Age Wave survey of people at least 65 that the majority are feeling so hopeful.

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Investing, Retirement, Roth Accounts · September 6, 2023

Podcast Episode – Ask Suze & KT Anything: What is a Call Protected CD?

On this edition of Ask KT & Suze Anything, Suze answers questions about investing, finding out potential Social Security benefits, ROTH SEP and the 5 Year Rule and more.

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Annuities, Estate Planning, Investing, Retirement · August 30, 2023

Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? – Podcast Episode

Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.

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IRAs/401(k)s, Retirement · August 26, 2023

Podcast Episode – Suze School: Annuities in Retirement Accounts – I Don’t Think So!

As a follow-up to a question on last Sunday’s special Ask KT & Suze Anything, Suze does a deep dive explaining how to handle an annuity inside an IRA rollover and how that impacts your RMD.

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IRAs/401(k)s, Retirement · August 19, 2023

Podcast Episode – Ask Suze & KT Anything: Inherited IRAs

Listen to Podcast Episode: This special Sunday edition of Ask KT & Suze Anything, is all about inherited IRAs. Since the rules for inherited IRAs have changed dramatically, it's important for you to know how to apply those rules so…

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Estate Planning, IRAs/401(k)s, Retirement · August 16, 2023

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 the IRA tax on those distributions if the money was in a…

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Roth Accounts, Student Loans · July 27, 2023

Podcast Episode – Ask Suze & KT Anything: Do You Love What You Do?

On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts and probate, finding your passion, ROTHs at an older age and more.

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Emergency Funds, Investing, Roth Accounts, Saving, Student Loans · July 27, 2023

Top Money Tips for Young Adults

It was so great to see that “financial freedom” was the top long-term goal in a survey of young adults between the ages of 24 and 32.

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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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