Leave It, Move It, Roll It, Take It
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Leave It, Move It, Roll It, Take It

Leaving your job? Learn what to do with your 401(k) or pension retirement. Join our session: Leave It, Move It, Roll It, Take It. RSVP now!

By Diana Slopow

Date and time

Saturday, June 28 · 7:30 - 8:30am PDT

Location

Online

About this event

  • Event lasts 1 hour

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 our presentation Leave It, Move It, Roll It, Take It to discuss:

  • 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

Please RSVP below or call us today to let us know if you and a guest will attend.

Prior to the event we will send you instructions on how to join.

Tags

Organized by

Diana Slopow
FreeJun 28 · 7:30 AM PDT