The Kash Life Finance Blog

Telling My Husband That My Co Worker Was Telling Me About A Financial Planner

When my husband, John, and I were having dinner last Tuesday, I told him that I was talking to my co worker, Gary, about 401k rollover to IRA. I know that he has been thinking about what to do with his 401k from his previous job, ever since he started his new job. I told him that Gary is going to get me the phone number of the financial planner that his cousin used when he was rolling over his 401k into an IRA.