401k rollover to roth ira

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

Click on the image above to view this Savvy Minute video. Can You Roll a 401(k) Into an IRA Without Penalty? 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 WWM [...]

By |2022-03-15T10:38:52-08:00October 2nd, 2020|401(k), Blog, Retirement Planning|0 Comments

Should I Rollover My 401(k) Or Leave It?

Click on the image above to view this Savvy Minute Video. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may [...]

By |2022-03-15T10:49:15-08:00September 3rd, 2020|401(k), Financial Planning, Retirement Planning|0 Comments

What Do You Do With Your Old 401k When You Leave a Company?

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 [...]

By |2022-03-15T11:27:20-08:00July 30th, 2020|401(k), Retirement Planning, Uncategorized, Videos|0 Comments