Join me Sept 29th, 2021 at 6pm for “Should I Stay or Should I Go?” A live discussion on things to consider when switching employers.
Attendees will learn about the different retirement plan options available so they can plan for a comfortable retirement in spite of career changes.
This workshop will cover:
- Six different options for your retirement plan funds
- When to leave assets in a company retirement plan
- How to roll your money to a new company retirement plan
- When to roll over to an IRA
- When and if you should take a lump sum distribution
- When to convert your funds to a Roth IRA
- Why you would consider an in-plan Roth conversion
Presentation will be live via Zoom, click below to register for this event!
Date and Time
Wed, Sep 29, 2021
6:00p - 7:00p EST