Rollover Planning 2021 | Summit Credit Union | 9 February 2021 |
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| Event Date | Tue Feb 9 EST (almost 4 years ago) |
| Region | All |
Details
Often times, when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session, you will learn the answers to questions, including:
• Pros and cons to leaving your money in the company plan
• Possible taxes or penalties we may face when moving money
• Options for moving it to your new company plan
• Rolling it over to a personal IRA
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