retirement, Roth Accounts · July 30, 2025
Boost Retirement with a Spousal IRA
You know that a Roth IRA is a fantastic way to save for retirement. But one catch is that you must have earned income to be able to contribute to any type of IRA.
Portfolio Management, Roth Accounts, student loans · June 11, 2025
Podcast Episode – Ask KT & Suze Anything: I Don’t Trust My Husband With Money. What Should I Do?
On this Ask Suze & KT Anything edition, KT ask Suze questions from you about GICs, student loans, and financial advisor fees. Plus, KT’s favorite: Roths and so much more!
Roth Accounts · May 14, 2025
Podcast Episode – Ask KT & Suze Anything: Should I Stop Paying Into My IRA to Get Out of Debt?
On this new edition of Ask KT and Suze Anything, Suze answers questions about sharing inherited IRAs, traditional 401(k)’s versus ROTHs and so much more.
retirement, Roth Accounts · April 9, 2025
The Best Investing Move for Your Retirement
Regardless of what happens in the stock market over the short term, I have a surefire investment move to make right now that is going to be a big win for you in retirement.
Long Term Care, Roth Accounts · March 19, 2025
Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?
For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds. Plus, learn the difference between Aristocrat
Roth Accounts · January 29, 2025
Inherited IRA Must Do in 2025
If you inherited an IRA from someone who passed away in 2020 or later, an important new IRS rule has kicked in beginning in 2025 that you need to pay attention to.
retirement, Roth Accounts · December 11, 2024
New Retirement Savings Limits for Pre-Retirees
There’s a new wrinkle to how much pre-retirees can contribute to their 401(k), 403(b) or similar accounts.
investing, Roth Accounts · December 1, 2024
Podcast Episode – Ask KT & Suze Anything: Should We Stay in the Stock Market?
On this Ask KT and Suze Anything, Suze answers questions about annuities, capital gains tax, and IRA transfers. Plus, a ROTH quizzy and so much more.
home loans, retirement, Roth Accounts · October 30, 2024
Podcast Episode – Ask KT & Suze Anything: Do Not Live In a Home of Anger
On this Halloween edition of Ask KT & Suze Anything, Suze answers questions that spooked you about mortgages, focusing on retirement savings, ROTHs and more. Plus, listen to find out what Suze’s