Welcome to this week's episode of the Savvy Women Podcast. In this episode, Rachel Ivanovich and I discuss Maximizing your tax benefits. So if you want to save money on taxes, avoid costly mistakes , and maximize tax credits so you can lower your tax bill, tune in now!

In this episode, you'll discover:

Maximizing tax benefits

Finding tax credits that wealthy women may miss

Tax efficient investment planning

Correctly filing your W4 Navigating tax filing status, wealth transfer Estate planning

More Information Learn more about how you can improve your results with Tax strategy with savvyup.com

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In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Date Recorded: 4/10/2025

Disclaimer: 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 and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

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