Loading Events

« All Events

WEBINAR – Leave It, Move It, Roll It, Take It

August 12@12:00 pm - 1:00 pm

How you handle your 401(k), pension or other employer-sponsored retirement plan when you leave your job is one of the most important financial decisions you can make.

Join us for our presentation Leave It, Move It, Roll It, Take It to discuss:

The most common distribution options
How to avoid having the IRS withhold 20% of your retirement distribution
How taxes, penalties and investment options factor into your decision

Go to the events tab on the website to register – REGISTER HERE

Details

Organizer

Venue

  • Virtual