In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries, and how stepped-up basis laws can impact what heirs receive.
Tune in to learn how to better prepare for inheritance and ensure you understand the tax implications that could affect your financial future.
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn about the impact of caregiving on retirement planning, how to make better financial decisions, and get the most from your money.
FREE Webinar: Becoming a Seriously Savvy Woman
Learn what you need to do to become financially empowered… so you can accomplish more with your money. Without living on bread and water or giving up everything that brings joy to your life.
1) The Four Rules of Money for Women
2) The Five Steps to Financial Empowerment
3) The Five Secrets to Becoming a Seriously Savvy Woman
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.