roth IRA Archives - Suze Orman

Podcast, roth IRA, social security, stock market · April 2, 2025

Podcast Episode – Ask KT & Suze Anything: Can I Start a Roth for My 3 Year Old?

On this episode of Ask KT and Suze Anything, Suze answers questions about 529 plans, Social Security and IRA rollovers. Plus, a quick word about the markets and tariffs and more.

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Podcast, retirement, roth, roth IRA, social security · March 12, 2025

Podcast Episode – Ask KT & Suze Anything: Why I Quit My CPA

For this Ask KT & Suze Anything edition, Suze answers more questions about Roths, RMDs, Social Security spousal benefits and more!

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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.

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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.

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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.

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IRA, money management, retirement, roth IRA · August 7, 2024

The Latest IRA RMD Rule Update

We finally have definitive rules from the IRS on how IRA beneficiaries must handle required minimum distributions (RMD).

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family, roth IRA, teens · June 19, 2024

Here’s Why Your Teen Should Open a Roth IRA

There is no more lucrative financial move than to have a teenager or young adult open a Roth IRA.

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IRA, retirement, roth IRA · May 1, 2024

IRA Distribution Update for 2024

The Internal Revenue Service just announced an important rule for the 2024 tax year that impacts anyone with an inherited IRA.

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Podcast, retirement, roth IRA · February 17, 2024

Podcast Episode – Suze School: Clearing Up Your Backdoor Roth Confusion

This Suze School episode is once again on what you need to know about Back Door Roth’s and how the pro-rata rule works.

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Podcast, retirement, roth, roth IRA · February 3, 2024

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.

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Category Archives: roth IRA