Free

Complimentary Lunch Workshop for *ConocoPhillips employees

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Omni Houston Hotel at Westside

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Topics Include:

 Reasons the Lump Sum option may not be right for you.

 How interest rates influence your pension lump sum amount.  Understanding IRA withdrawal penalties and regulations.

 How to withdraw money from your 401(k) or IRA before age 59 ½.

 Using a 72(t) schedule to supplement your retirement income.

 Looking at Rule 415 limits when rolling over your pension lump sum.

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Omni Houston Hotel at Westside

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