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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

What is an Annuity

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 |2022-03-15T11:49:05-08:00December 3rd, 2019|Blog, Financial Planning|0 Comments