Episode 34 - Keep on Rolling

This week Bill and Andrew keep Rolling with the Changes...but we dive even deeper into the 401K Rollover process.  What are your options?  What are the mistakes to avoid?  What the heck does Commingling mean?!  Listen for the answers to these questions and more in Episode 34: Keep on Rollin! 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.