Savvy Women Wealth Management
  • Home
  • About
  • Blog
  • Financial Education
  • Contact Us
Select Page
The Biggest Myth About Business Ownership

The Biggest Myth About Business Ownership

by Savvysite | Oct 18, 2021 | Financial Planning, SWWM, The Savvy Women Show

Click on the image above to view this conversation.   The Biggest Myth About Business Ownership Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and what you truly want. In this quick minute, they discuss what the...
A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals

A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals

by Savvysite | Aug 20, 2021 | Financial Planning, Proactive Wealth Process, Tax Planning

Click on the image above to view this conversation.   A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term...
Should I Rollover My 401(k) Or Leave It?

Should I Rollover My 401(k) Or Leave It?

by Savvysite | Sep 3, 2020 | Financial Planning, Retirement Planning, The Savvy Minute

Click on the image above to view this Savvy Minute video. Today’s tip will cover “Should I rollover my 401(k) or leave it? When you leave a job for another company or when you transition into retirement, you have several options to consider for your 401k.  You might...
Can You Roll An Old 401(k) To Another 401(k)?

Can You Roll An Old 401(k) To Another 401(k)?

by Savvysite | Dec 19, 2019 | Financial Planning, Retirement Planning, The Savvy Minute

Click on the image above to view this Savvy Minute video. “Can you roll an old 401K to another 401k?” When you leave a job for another company or when you transition into retirement, you have several options to consider. An old 401k can be left with the original plan...
Understanding the Mega Backdoor Roth IRA

Understanding the Mega Backdoor Roth IRA

by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, SWWM, The Savvy Minute

Click on the image above to view this Savvy Minute video. What is a Mega Backdoor Roth Conversion? What exactly is a Mega backdoor Roth IRA? It requires that your employer 401k allows after tax contributions. A Mega Backdoor Roth IRA allows you to contribute an...
Back Door Roth Conversion

Back Door Roth Conversion

by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, The Savvy Minute

Click on the image above to view this Savvy Minute video. What is a Back Door Roth IRA? A backdoor Roth IRA is a conversion of Traditional IRA assets to a Roth IRA. This is a great way for high income earners to put money away if you do not qualify for Roth IRA income...
« Older Entries

Categories

  • Estate Planning – What to Expect in 2022
  • Keys To Building A Business Authentic To Who You Are
  • #1 Ability Of A Business Owner
  • The #1 Mistake Every Business Owner Must Avoid
  • The Biggest Myth About Business Ownership

Savvy Women Wealth Management is an SEC Registered Investment Advisor

Disclaimer | Privacy Policy