retirement Archives - Suze Orman

family, Podcast, retirement, trust · October 25, 2025

Podcast Episode – Can I Retire Next Year?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

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401k, retirement, roth · October 22, 2025

Don’t Skip This Great Retirement Benefit

If you have a retirement plan through work, chances are your employer offers a great option.

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Podcast, retirement, roth · September 17, 2025

Podcast Episode – Your Questions About Suze’s Roth Five Year Rule Masterclass

Many of you had some new questions after Suze’s Roth Five Year Rule Masterclass, so KT picked out a great sample and Suze answers them.

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Podcast, retirement, roth · September 13, 2025

Podcast Episode – The Ultimate Roth Five Year Rule Masterclass

This Suze School episode is a Masterclass on the two types of five year rules surrounding Roth retirement accounts. Knowing which is which, will help you avoid penalties and making mistakes when

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Podcast, retirement, stocks · September 3, 2025

Podcast Episode – Should I Take Money From My IRA to Buy a House?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about 529 Plans, dividend paying stocks, when to take your RMDs and so much more.

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Podcast, retirement, social security · August 4, 2025

Podcast Episode – Suze School: What The “Big Beautiful Bill” Means for Your Social Security Benefit

Since so many of you have written to Suze asking about the new “Big Beautiful Bill” and what it will mean for your money, today’s Suze School addresses one of the new law’s aspects: Social Security Be

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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.

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family, must have documents, Podcast, retirement · July 23, 2025

Podcast Episode – Ask KT & Suze Anything: How Can I Get A “Mega” Retirement Account?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roths, the must-have documents and teaching your adult children money lessons and so much more.

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credit cards, financial advisor, Podcast, retirement, taxes · July 16, 2025

Podcast Episode – Ask KT & Suze Anything: Should I Take Money From an IRA to Pay Off Credit Card Debt?

On this Ask Suze & KT Anything episode, KT asks Suze questions from you about adding a partner’s name to credit cards and utilities, taxes on retirement accounts and financial advisor fees. Plus, help

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financial planning, retirement, work · June 18, 2025

3 Retirement Curveballs to Watch Out For

Once you ease past age 55 or so, retirement planning hits a new phase where you are actively thinking about the timing of when you might stop your full-time career work.

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Category Archives: retirement