by Savvysite | Nov 4, 2026 | Estate Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
How much of your inheritance can you spend without putting your retirement at risk? The answer depends on your retirement income needs, future expenses, taxes, and the type of assets you’ve inherited. Whether you’ve received cash, investment accounts, real...
by Savvysite | Oct 28, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
An unexpected inheritance could open the door to more freedom, less work, and the retirement lifestyle you’ve been dreaming about. But before you hand in your resignation, there’s one important question: Can you afford to retire early without putting your...
by Savvysite | Oct 14, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You inherited an IRA. Now what? Before you take money out, there are some important rules you need to know—and one wrong move could lead to an unexpected tax bill! Whether you’re thinking about paying off debt, retiring early, or helping family, understanding...
by Savvysite | Oct 7, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
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...
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...
