Your Benefit Checkup for 2025
For those of you that receive workplace benefits, you know that we’re heading into the annual ritual of Open Enrollment, the period when you can make changes to…
Retirement
How to Start Building for Retirement When You’re Young
Okay my friends, this is for every 20-something you love. I can guarantee you they aren’t thinking about their retirement, but this is exactly the age when they…
Should You Rent in Retirement?
Renting is becoming a more common option for older Americans. A recent analysis shows that the percentage of Americans at least 65 years old who own a home…
Medicare News You Need to Know
If you or a loved one is enrolled in Medicare, it’s important to stay on top of developments.
Podcast Episode – Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts – Part II
This episode is part two of the special Suze master class, from Episode 604, about what to do when you inherit a pre-tax retirement account. KT gathered up…
Don’t Make These 401k Rollover Mistakes
I am a big fan of 401(k) rollovers into an Individual Retirement Account (IRA) when you leave a job. One of the advantages is that if your 401(k)…
A Taxing Reality of Retirement
Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit.
Podcast Episode – Suze School: Understanding Variable Annuities
For this Suze School episode, Suze explains the intricacies of variable annuities why you should think twice before you purchase one inside of a retirement account.
How to Avoid Higher Medicare Costs
For the next few years, a record number of Americans will be turning 65 years old, which also happens to be the year that Medicare eligibility starts.