How Much Is Too Much To Put Into A Roth?
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...
Should You Do A Roth Conversion Before You Retire?
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...
Why Millionaires Still Question If Their Money Will Last
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...
