How Wealthy Women Can Cut Taxes This Summer

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.   Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700