by Savvysite | Oct 18, 2021 | Financial Planning, SWWM, The Savvy Women Show
Click on the image above to view this conversation. The Biggest Myth About Business Ownership Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and what you truly want. In this quick minute, they discuss what the...
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 | Sep 3, 2020 | Financial Planning, Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. Today’s tip will cover “Should I rollover my 401(k) or leave it? When you leave a job for another company or when you transition into retirement, you have several options to consider for your 401k. You might...
by Savvysite | Mar 11, 2020 | Proactive Wealth Process, SWWM, Tax Planning
Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life...
by Savvysite | Dec 19, 2019 | Financial Planning, Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. “Can you roll an old 401K to another 401k?” When you leave a job for another company or when you transition into retirement, you have several options to consider. An old 401k can be left with the original plan...
