Monthly Archives: October 2020

Click on the image above to view Podcast Episode 9 How To Make Money When Stocks Go Down Steve Wolff is a Managing Partner at WWM Financial in Carlsbad California. Steve can be reached at 760-692-5190 or you can contact him with the following link. wwmfinancial.com/contact You can get a copy of Steve’s Investing [...]

By WWMFinancial|2020-10-21T10:16:45-08:00October 21st, 2020|Blog, Investing|0 Comments

Can You Roll a 401(k) Into an IRA Without Penalty?
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Can You Roll a 401(k) Into an IRA Without Penalty?

401(k), Blog, Retirement Planning

Can You Roll a 401(k) Into an IRA Without Penalty?

Click on the image above to view this Savvy Minute video. In this Savvy Minute Episode Catherine will answer the question, "Can you rollover a 401(k) into an IRA without penalty?" Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California. P: 760-692-5700

By WWMFinancial|2020-10-02T16:05:24-08:00October 2nd, 2020|401(k), Blog, Retirement Planning|0 Comments