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Event Date Tue May 10 UTC (19 days ago)
In your timezone (EDT): Mon May 9 8:00pm - Mon May 9 8:00pm
Location Webinar
Region All

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