Moving On: Do You Know Your Options?

Moving On: Do You Know Your Options?
  • When Jun 18, 2020 from 06:00 PM to 07:00 PM (US/Central / UTC-500)
  • Where Online
  • Web Visit external website
  • Add event to calendar iCal

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 Leave It, Move It, Roll It, Take It: Know Your
Employer Retirement Plan Options and learn:

• 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

Knowing your options when you leave your job can help you make the right choice for your retirement savings. Join us on June 18th with guest speaker Dan McHugh for this special online presentation!

** This seminar is being presented as a webinar. **

Meeting number: 133 216 1090

Meeting password: 1234