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How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

by Amanda Shaffer | Oct 20, 2020 | Company News, Featured Posts, Financial Planning

Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
401k Rollover Series: How Do I Rollover My 401(k) into an IRA? (Part 1: Basic Rollover)

401k Rollover Series: How Do I Rollover My 401(k) into an IRA? (Part 1: Basic Rollover)

by Amanda Shaffer | Aug 14, 2020 | Allgen's Money Minute, Featured Posts

Changing jobs is a common occurrence. But when you have a 401(k) with your old employer, you have to decide what you want to do with that money. Rolling it over into an IRA is a popular choice. With an IRA, there may be more investment options available to you than...
401k Rollover Series: How Do I Rollover My 401(k) into an IRA? (Part 1: Basic Rollover)

401k Rollover Series: Should I Rollover With New Employer Or Move To IRA?

by Amanda Shaffer | Jun 23, 2020 | Allgen's Money Minute, Featured Posts

AllGen Co-Founder Paul Roldán is back with the latest Money Minute segment. Due to social distance practices by the firm, Jason Martin will not be joining Paul for this episode. In this video, Paul discussing the pros and cons of rolling over your 401k with your new...
401k Rollover Series: How Do I Rollover My 401(k) into an IRA? (Part 1: Basic Rollover)

What Should I Do With My 401(k) From My Previous Employer?

by Amanda Shaffer | May 29, 2020 | Allgen's Money Minute, Featured Posts

AllGen Co-Founder Paul Roldán is back with the latest Money Minute segment. Due to social distance practices by the firm, Jason Martin will not be joining Paul for this episode. In this video, Paul provides an overview of 4 options you have with a 401(k) from a...

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