401k rollover

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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. 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 |2020-10-02T16:05:24-08:00October 2nd, 2020|401(k), Blog, 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 |2020-07-30T14:15:19-08:00July 30th, 2020|401(k), Retirement Planning, Uncategorized, Videos|0 Comments

Can You Roll An Old 401(k) To Another 401(k)?

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 [...]

By |2019-12-20T12:25:48-08:00December 20th, 2019|401(k), Retirement Planning|0 Comments