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...
by Savvysite | Jun 26, 2018 | Financial Planning, Investing, SWWM, The Savvy Minute
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners,...
