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.
retirement · July 22, 2023
Podcast Episode – Suze School: The Right Pension Option
This 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
home loans, retirement · July 19, 2023
Podcast Episode – Suze School: What Else Can I Do to Save for a Home?
On this KT Birthday Eve Ask Suze and KT Anything episode, Suze answers your questions about ROTHs, HELOCs, paying for college and more.
Annuities, investing, retirement, saving · July 12, 2023
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.
retirement, Roth Accounts · July 8, 2023
Podcast Episode – Suze School: Loans vs. Withdrawals From Roth Retirement Accounts
Suze’s lesson for this Suze School episode is all about the difference between loans and withdrawals from Roth retirement accounts.
retirement, Roth Accounts, saving · July 5, 2023
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.
Annuities, estate planning, student loans · July 5, 2023
Podcast Episode – Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?
On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more.
Crypto, investing, retirement, Roth Accounts, saving · June 24, 2023
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 plan into a Roth retirement account.
investing, IRAs/401(k)s, retirement, Stocks/Bonds/ETFs · June 21, 2023
Ask Suze & KT Anything: Should Interns Enroll in a 401(k)? – Podcast Episode
On this Ask Suze and KT Anything episode, Suze answers your questions IRA conversions, pensions, discounted stocks, where to retire and more.