Category Archives: retirement

retirement, Roth Accounts, saving · December 6, 2023

My Roth IRA Challenge for 2024

You can contribute more to an IRA next year. And I hope you will.

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investing, IRAs/401(k)s · December 6, 2023

Podcast Episode – Ask KT & Suze Anything: Is My Father In Love With a Gold Digger?

On this episode of Ask KT & Suze Anything, Suze answers your questions about understanding investment terminology, managing your retirement accounts and more.

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retirement · November 29, 2023

Keep Your Retirement Secure When Changing Jobs

More than 80% of Gen Z workers recently surveyed said changing jobs is central to their career strategy.

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investing, medicare, must have documents, saving · November 29, 2023

Podcast Episode – Ask KT & Suze Anything: Should We Buy or Rent?

On this episode of Ask KT & Suze Anything, Suze answers your questions about the "Must Have Docs", stocks in trusts, investments, dental savings plans and more.

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retirement, Roth Accounts, saving · November 15, 2023

Are You On Track for Retirement?

Saving for retirement is a big challenge. But the even bigger challenge is whether you are saving enough.

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IRAs/401(k)s, retirement · November 8, 2023

Avoid This Common 401k Mistake Couples Make

If you and your spouse both contribute to a retirement plan offered through work, a new report says you may be leaving money on the table.

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Roth Accounts, Stocks/Bonds/ETFs, student loans · November 2, 2023

Podcast Episode – Ask KT & Suze Anything: Should I Be Working Only For Health Benefits?

Suze and KT are back with another Ask KT & Suze Anything episode, where you’ll hear answers to questions about student loan debt, ETFs versus mutual funds, reverse mortgages and so much more.

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social security · October 18, 2023

Will You Owe Tax on Your Social Security Benefit?

I know that for many of you nearing retirement, your Social Security benefit will be a significant source of monthly income.

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investing, retirement, student loans · October 4, 2023

Podcast Episode – Ask Suze & KT Anything: How To Manifest Your Dreams

On this edition of Ask KT & Suze Anything, Suze answers questions about inherited retirement accounts, caring for aging parents, dollar cost averaging, student loans and more.

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