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...
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...
by Savvysite | Apr 30, 2019 | SWWM, The Savvy Minute, The Savvy Women Show
Click on the image above to watch the video Thinking About Taking a Career Break? The One Thing You Need to Do. Successful Entrepreneur Leanne Abraham, President of Premierehire gives one crucial tip if you are going to take a career break to start a family. Catherine...
by Savvysite | Apr 9, 2019 | Retirement Planning, SWWM, The Savvy Minute
Today’s tip will cover “What is the best age to start collecting social security” The decision you make about what age you start collecting social security benefits is an important decision that will impact you for many years. Understanding the impact of taking your...
by Savvysite | Jan 29, 2019 | Financial Planning, Investing, SWWM, The Savvy Minute
Click on the image above to view the video. Today’s tip will cover “What are some tax-free investment ideas” It is never a bad idea to learn about ways to invest while minimizing your tax liabilities. I would suggest you consider investing in municipal bonds,...
by Savvysite | Jan 18, 2019 | Financial Planning, SWWM, The Savvy Minute
Today’s tip will cover “How to Maximize your Social Security Benefits” The decision you make about your social security benefits is an important decision that will impact you for many years. Understanding the impact of taking your benefits at ages 62, 67, 70 or any...
