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

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

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

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 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.

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