Summer’s heating up… and so are your financial opportunities! 🌞 Before you get swept away by vacations and poolside plans, it’s the perfect time to give your wealth and tax strategy a midyear tune-up.
In this episode, Catherine Magaña and Rachel Ivanovich break down the smartest summer tax moves every affluent woman should be thinking about right now—so you can stay one step ahead all year long.
They cover:
-Midyear tax withholding checkups (don’t risk underpayment penalties)
-The art of maximizing retirement contributions (including super-catch-ups)
-Savvy Roth conversion strategies—and how timing can impact your Medicare premiums
-Charitable giving that doubles as a tax-saver (QCDs, appreciated stock, and more)
-Portfolio reviews and tax-loss harvesting (why you shouldn’t wait until December)
-Gifting strategies to help family—without triggering tax surprises
-Coordinating tax and financial advisors to avoid costly missteps
-Plus—common mistakes many affluent women make (and how to sidestep them), and why proactive planning now can save big later.
Whether you’ve had a life change this year (divorce, inheritance, retirement?) or you simply want to optimize your tax picture, this summer episode is your go-to guide. Ready for a personalized strategy session? Call 760-692-5700 and get savvy about your finances today.
Recorded om 6/12/25
savvyup.com | 760.692.5700
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