by Savvysite | Oct 2, 2020 | The Savvy Minute
Click on the image above to view this Savvy Minute video. Today’s tip will cover “Can you roll a 401k into an IRA without penalty? The short answer is Yes. If you recently changed jobs or are no longer working with your previous employer due a career change or...
by Savvysite | Nov 1, 2019 | Retirement Planning, SWWM
Click on the image above to watch this Savvy Minute video. What is an Annuity Annuities have been around for a long time, but for most investors, they do not know what an annuity is. So, let’s start with the basics. An annuity is a contract between you and an...
by Savvysite | Apr 24, 2018 | Retirement Planning, The Savvy Minute
“What is a SIMPLE IRA?” This is Catherine Magana with your Savvy Minute. Today I will give you another easy way tip for you to get Savvy about your finances. Today’s tip will cover “What is a SIMPLE IRA?” A SIMPLE IRA, is a Savings Incentive Match Plan for Employees...
by Savvysite | Mar 9, 2018 | Retirement Planning, SWWM, The Savvy Minute
Today’s tip will cover “What is a SEP IRA?” A SEP IRA, is a Simplified Employee Pension Individual Retirement Account used by business owners to provide a simplified method to contribute to their employees’ retirement and their own retirement savings. A SEP does not...
