401(k) And Rollovers – Total Financial Solutions Safer Money Hour – May 23, 2017

by | May 23, 2017 | Podcasts |

401(k) And Rollovers – Total Financial Safer Money Hour – May 23, 2017

by Total Financial Safer Money Hour

Hosts: Arif Halaby & Jeff Girard

Topic: 401(k) And Rollovers

Guest: None

Right Click Here To Download!

Click Here To Listen!

On this episode of Total Financial Solutions, Hosts Arif Halaby and Jeff Girard discuss YOUR families finances, getting out of debt, managing your money, planning for your future, retirment and your 401(k).

What are trends that are beginning to emerge with retirement accounts and 401(k)?

One thing that I constantly hear people say is that, ‘I didn’t know i could take my retirement account with me when I left. I didn’t know that was an option I had’, Arif said.

“Just because your retirement account is currently in the stock market, mutual funds or bonds, do you have a choice to do something different, and that is important to know,” Arif said.

Previous Episode: Life Shares With Brian Clark – Total Financial Solutions Safer Money Hour – May 16, 2017

Arif and Jeff discuss In Service Rollover or In Service Distribution, which essentially means you are allowed to take money out at a certain age in which you’ve already received a match on and remove a portion of that or all of it and keep the account open and continue to get matching but take a big chuck of that money out and remove the fees and risk and find a place where you are not paying fees. And now you are building your account and in a way diversifying your accounts.

Total Financial Solutions offers assistance with preparing for retirement and financial planning in Santa Clarita and the surrounding valleys. Santa Clarita financial advisor Arif M. Halaby, a Certified Estate Planner, and Total Financial Solutions staff work with people of all ages, helping them protect, grow and preserve their assets through an individualized approach. Arif Halaby is also the host of “Total Financial Solutions Safer Money Hour” on KHTS AM-1220. Launched in 2004, the show offers listeners from Santa Clarita financial planning tips and guidance for dealing with today’s ever-changing financial needs.

About Total Financial Solutions Safer Money Hour

Total Financial Solutions Safer Money Hour, with host Arif Halaby, President & CEO of Total Financial Solutions airs every Tuesday from Noon to 1pm on Santa Clarita’s Hometown Station, KHTS AM-1220.

About Us:

At Total Financial Solutions, our mission is to help you protect principal, provide guaranteed* income for life**, and design retirement strategies for your needs. We assist in building strategies to help you meet your financial goals. Read More...

Share This