Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Ask KT & Suze Anything: At Least Three of the Biggest Mistakes you Can Never Afford To Make
May 2, 2024
Topics covered include maximizing Social Security benefits, financial planning strategies, importance of addressing money matters, maximizing contributions to retirement accounts, birthday wish and quiz giveaway announcement, financial quiz prioritizing people, money, and possessions.
30:33
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Quick takeaways
- Maximize retirement savings by contributing to different accounts like Roth IRA, SEP IRA, Roth 401(k).
- Establish special needs trust early to safeguard son's financial future and maintain SSI benefits.
Deep dives
Maximizing Contributions to Retirement Accounts
You can contribute the maximum allowed amount each year to a Roth IRA, SEP IRA, and a Roth 401(k) as long as you meet the eligibility requirements for each account. This flexibility allows you to maximize your retirement savings across different accounts.
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