How to rollover a 401(k) in a single phone call
A 401(k) rollover can be complicated. Don’t put it off something that can usually be done with a 10 minute phone call. Here is the process to do a 401(k) rollover correctly.
September 2019
Welcome to the Library!
We developed the Prota Financial Library to help you on your quest to eliminate confusion, build a financial plan, and grow your wealth. Here you will find not only how-to articles, but also guides, factsheets, and other informative content. Finance is a complicated topic, with lots of math, reading, and a maze of regulations that can either work for you or against you. In our firm, we’ve found that our… Read More »Welcome to the Library!