Category Archives: retirement

Annuities, investing, retirement · July 13, 2022

Ask Suze & KT Anything: Rapid Fire RMDs, Series I Bonds and Trusts

On today’s edition of Ask Suze & KT Anything, Suze answers questions about RMDs, Trusts, Series I Bonds and more.

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must have documents, retirement, Roth Accounts · June 29, 2022

Podcast Episode – Ask Suze & KT Anything: Mortgages, Annuities, Rollovers and Trusts

On this edition of Ask Suze & KT Anything, Suze answers questions about paying off mortgages, closing credit cards, annuities, retirement account rollovers and more.

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credit cards, debt, must have documents, Roth Accounts · June 22, 2022

Podcast Episode – Ask Suze & KT Anything: Buying A House, Inheriting A Roth & Boosting Your FICO Score

On today’s podcast of Ask Suze & KT Anything, Suze answers questions about filling out the MUST HAVE™ Documents, inheriting a ROTH, boosting a credit score and more.

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retirement · June 22, 2022

Why You Should Be Saving For Retirement Now

More than 4 in 10 parents who are working say they are reducing what they are saving for retirement because they are also saving for a child’s college education.

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budgeting, social security, Stocks/Bonds/ETFs · June 11, 2022

Podcast Episode – Inflation Strikes Again

On today’s podcast, Suze explains why the rising inflation rates means we have to be more careful with our spending. Conserving now will help us weather the storm, so we can be safe, strong, & secure.

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Roth Accounts, student loans · June 1, 2022

Podcast Episode – Ask Suze & KT Anything: Are Forgiven Student Loans Taxable?

On today’s podcast Ask Suze & KT Anything, Suze answers questions about Series I Bonds and probate, Roth 401(k)s, real estate and so much more!

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Annuities, retirement · May 18, 2022

Podcast Episode – Ask Suze & KT Anything: Help! I Left My Job.

On this edition of Ask Suze & KT Anything, Suze answers questions about trusts, non-working spousal IRAs, medical deductions, unused credit cards, being a trader and so much more!

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Emergency Funds, insurance, retirement · May 11, 2022

“Spring Clean” Your Finances With Suze’s Checklist

Spring is now in full swing, and I hope that you are enjoying every bit of it.

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debt, IRAs/401(k)s, Stocks/Bonds/ETFs · May 4, 2022

Podcast Episode – Ask Suze & KT Anything: I Can’t Afford To Go To My Son’s Wedding

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about rolling over 401Ks, beneficiaries, scholarships, early withdrawal penalties and so much more!

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