by Savvysite | Sep 30, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
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,...
by Savvysite | Sep 23, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
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...
by Savvysite | Sep 16, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
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...
by Savvysite | Sep 9, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You’ve probably heard plenty about Roth conversions—but does doing one before retirement actually make sense for you? The answer depends on much more than simply moving money from one retirement account to another. Taxes, timing, future income, and your overall...
by Savvysite | Aug 26, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Having millions doesn’t automatically mean feeling confident about retirement. Even financially successful retirees can find themselves asking the same question: Will my money really last? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore...
