IRA, retirement, roth · 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.
IRA, retirement · May 21, 2025
How to Make Your IRAs Easier to Manage
If you have multiple traditional IRAs, you are setting yourself up for some potential headaches once you reach the age where you must begin to take required minimum distributions (RMDs).
401k, IRA, Podcast, roth · 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.
home buying, IRA, Podcast, retirement, stock market · February 5, 2025
Podcast Episode – Ask KT & Suze Anything: When Is The Right Time To Self Insure?
For this Ask KT & Suze Anything episode, Suze answers your questions about withdrawing from an IRA, fear of the markets, renting versus buying and so much more!
IRA, roth IRA · 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.
IRA, medicare, Podcast, roth, roth IRA · December 19, 2024
Podcast Episode – Ask KT and Suze Anything: Can My Spouse Help Me Fund My Roth?
On this episode of Ask KT and Suze Anything, Suze answers questions about IRA rollovers, savings accounts, Medicare and more.
investing, IRA, Podcast, roth IRA · 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 buying, interest rates, IRA, life insurance, retirement · September 25, 2024
Podcast Episode: Ask KT & Suze Anything: Can I Afford a Swanky New Apartment?
On this edition of Ask KT and Suze Anything, Suze answers questions about term insurance policies, IRA rollovers, and interest rates. Plus, a quizzie about selling a home with no mortgage to buy
401k, IRA, Podcast, retirement · September 4, 2024
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 your questions and you’ll hear Suze answ
401k, IRA, retirement · August 31, 2024
Podcast Episode – Suze School Master Class: Pre-Tax Inherited Retirement Accounts
Suze teaches a special master class about what to do when you inherit a pre-tax retirement account. You’ll learn the different benefits if you're an eligible designated beneficiary and a non-eligi