Blog
Can You Retire Early After an Inheritance?
Could an unexpected inheritance be your ticket to retire early? Before you trade your work schedule for a beach chair, there are some important financial decisions that could make or break your early retirement plans! Receiving an inheritance can open exciting...
Rachel Ivanovich Tedx
Built In The Mess Life doesn’t have to be complete to be meaningful. In her TEDx talk, Rachel Ivanovich shares how an 11-year home renovation became a lesson in resilience, growth, and finding joy along the way. Watch for a refreshing reminder that happiness doesn’t...
What To Do After Inheriting Money Near Retirement
You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it? When you’re nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement...
Can A Roth Conversion Increase Your Medicare Premiums?
You may know a Roth conversion can affect your taxes—but what about your Medicare premiums? In this episode, Catherine Magaña and Rachel Ivanovich break down the important connection between Medicare and Roth conversions. A Roth conversion increases taxable income,...
What Should You Know About Roth Conversion Taxes?
Would you ever choose to pay more in taxes today if it could put you in a better position tomorrow? That’s the question behind Roth conversion planning—and the answer isn’t always as simple as “pay less tax now.” In this episode of Savvy Women, Catherine Magaña and...
How Much Is Too Much To Put Into A Roth IRA?
When it comes to a Roth conversion, the amount matters. Should you convert $25,000, $50,000, $100,000—or could converting too much at once create a bigger tax impact than you expected? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich unpack one of...
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