Episode 32 – Rollover with the Changes

401k’s are popular retirement savings accounts for individuals employed by a company. The question becomes: what to do when you leave that company? This week Bill and Andrew discuss your rollover options and things everyone should ask when confronted with the question: "to roll or not to roll?" Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.