by Savvysite | Mar 11, 2020 | Proactive Wealth Process, SWWM, Tax Planning
Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life...
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 | Feb 23, 2018 | Retirement Planning, The Savvy Minute, Uncategorized
Today’s Financial Planning tip will cover “What is an IRA?” An IRA, is an Individual Retirement Account that is an investing vehicle used by individuals to save for retirement with tax free growth. What this means for you is that once the money is contributed in the...
by Savvysite | Dec 11, 2017 | Retirement Planning, SWWM, The Savvy Minute
Today’s tip will cover “Which retirement account should I withdraw on first?” If you have a combination of taxable accounts and tax deferred accounts saved for retirement, a straight answer would be to withdraw money from your taxable and tax-free investment accounts...
by Savvysite | Nov 30, 2017 | Retirement Planning, SWWM, The Savvy Minute
If you have been saving for retirement for a while now, you may be thinking how long do I have before I can retire. Or, if you are already retired, you may be thinking will my money last? A few things you should consider about are…Will you outlive your money? And,...