What to Do If You Don’t Downsize Ahead of Retirement
The housing market is a challenge for everyone right now. Higher mortgage rates make it even harder for younger potential buyers who need to borrow to buy a…
Retirement
Podcast Episode – Suze School: Clearing Up The Roth 5 Year Rule
On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.
A New Workplace Benefit For Those With Student Loans
I have some very good news for anyone who is finding it hard to juggle paying back federal student loans and simultaneously saving for retirement.
Podcast Episode: Ask KT & Suze Anything: Create The Life You Want and Deserve
For this episode of Ask KT and Suze Anything, Suze answers questions about retirement accounts, securing your information, keeping or selling a car and much more.
Podcast Episode: Suze School: What I Really, Really Want You To Know
In this episode of Suze School, Suze reviews why you need a Roth retirement account, why you don’t need whole life insurance and she shares a personal story…
Podcast Episode – Suze School: A Different Way To Think About Your Future
On this episode, Suze teaches a lesson on a different way to think about your retirement accounts. What are the pros and cons of a 401k, versus an…
Roth 401ks Just Got Even Better
If you have a workplace retirement plan, chances are it now offers you the choice to save in a traditional or a Roth account.
My Roth IRA Challenge for 2024
You can contribute more to an IRA next year. And I hope you will.
Are You On Track for Retirement?
Saving for retirement is a big challenge. But the even bigger challenge is whether you are saving enough.