retirement Archives - Page 5 of 39

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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children, estate planning, investing, retirement, trust · August 21, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Use AI to Play The Market?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.

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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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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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retirement, social security, taxes · June 26, 2024

A Taxing Reality of Retirement

Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit.

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family, investing, IRA, retirement, roth · May 29, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to Have a Baby?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMDs, ROTHs, investing in art and wine. Plus, a “Can I Afford It?” quizzy and so much more!

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retirement · May 25, 2024

Podcast Episode – Suze School: Understanding Variable Annuities

For this Suze School episode, Suze explains the intricacies of variable annuities why you should think twice before you purchase one inside of a retirement account.

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home buying, investing, retirement · May 22, 2024

Podcast Episode – Ask KT & Suze Anything: Is It Too Late to Buy a Home?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying and cashing in bonds, choosing an ETF home buying, plus a “Should I Do It?” quizzy and so much more!

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health insurance, medicare, retirement · May 22, 2024

How to Avoid Higher Medicare Costs

For the next few years, a record number of Americans will be turning 65 years old, which also happens to be the year that Medicare eligibility starts.

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IRA, retirement · May 18, 2024

Podcast Episode – Suze School: It’s Never Too Late To Fix a Mistake

For this Suze School episode, Suze reads an email from a listener who wants to retire, but it may not be the right time. Is it too late to change the plan? Listen, as Suze explains the situation

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