401k Archives - Page 2 of 14

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

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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

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401k, IRA, retirement · August 21, 2024

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) doesn’t offer low-cost index mutual funds, when y

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401k, emergency fund, IRA, money management, retirement · August 14, 2024

Emergency Withdrawals from Retirement Accounts

Making an “early” withdrawal from a retirement account is typically a costly decision, as the government tacks on a 10% penalty for early withdrawals made from traditional IRAs and 401(k)s before

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401k, marriage, Podcast · April 3, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Camping Tent?

On this edition of Ask KT and Suze Anything, Suze answers questions about using a legal separation to protect one’s assets, paper I Bonds, plus a “Can I Afford It?” quizzy and so much more!

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401k, IRA, Podcast, retirement · February 24, 2024

Podcast Episode – Suze School: The Language of Money in Retirement Accounts

On this Suze School, we get a lesson on the language of money in retirement accounts. We’ll learn about rollovers, transfers and conversions.

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401k, CDs, family, Podcast, retirement, roth, saving · February 7, 2024

Podcast Episode – Ask KT & Suze Anything: Moved By Intuition

For this episode of Ask KT and Suze Anything, Suze answers questions about investing for the first time, taking money out for retirement, how CD rates are set, starting over saving money, and so m

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401k, home buying, life insurance, Podcast, retirement, taxes · January 31, 2024

Podcast Episode – Ask KT & Suze Anything: Everything is Relevant at Some Point

For this episode of Ask KT and Suze Anything, Suze answers questions about planning your retirement, long term care insurance, home buying, and so much more.

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401k, emergency fund, retirement, roth IRA · January 27, 2024

Podcast Episode – Suze School: What You Need To Know About The 55 or Older Rule

On this Suze School, we get a lesson on how to stay financially healthy by accessing money in our retirement accounts, if we are under 59 and a half.

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401k, Podcast, retirement, roth · January 13, 2024

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 investment account?

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