Zeal Credit Union Rollover Planning 2022 | Zeal Credit Union | 9 May 2022 | Webinar
Venue
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| Event Date |
Tue May 10 UTC (over 2 years ago)
In your timezone (EST): Mon May 9 8:00pm - Mon May 9 8:00pm |
| Location | Webinar |
| Region | All |
Details
When retiring or starting a new job, understand the options for your existing retirement savings.
Here’s an opportunity to attend a valuable virtual seminar on this important topic.
Rollover Planning
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 your new company plan
• Rolling it over to a personal IRA