Oct 2, 2020
VIDEO
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
Sep 3, 2020
VIDEO
Click on the image above to view this Savvy Minute Video.
Jul 30, 2020
VIDEO
Click on the image above to view this Savvy Minute video.
In this video Catherine explains what you can do with your 401k when you leave a company.
Want to Accomplish More With Your Money?
Click on the link below to get your FREE Money 101 video.
savvyupnow.com/money101
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.
We help women invest wisely and create custom financial plans for their way of living so they can enjoy a fulfilling retirement with peace of mind…
…without giving up their lifestyle.
htts://savvyup.com | P: 760.692.5700
Savvy Women Wealth Management is a division of WWM Financial an SEC – Registered Investment Adviser.
Dec 20, 2019
VIDEO
Click on the image above to view this Savvy Minute video.
In today’s Savvy Minute we’ll answer the question. “Can you roll over an old 401(k) to another 401(k)?”
If you like this video and you have questions about an old 401(k) and what your options are please book a financial check up by clicking on the button below.
May 21, 2018
VIDEO
Watch the Video by Clicking on the image above.
#SavvyUp