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Free: Roll It, Take It, Leave It, Know Your Employer Retirement Plan Options

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 free Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options
seminar to learn more about:
• The five most common distribution options
• How to avoid having the IRS withhold 20% of
your retirement distribution
• Special considerations if you own employer stock
• Factoring taxes, penalties and investment
options into your decision
Knowing your options when you leave your job can help you make the right choice for your retirement
savings. Call today to reserve space for yourself and a guest at this FREE educational event

[masked]
Should Your Retirement
Savings Do the Same?
Moving On?
You’re Invited
Thurs. 12, 2013
6:00 pm - 7:00pm
Call today to reserve your seat for this event.
Appetizers will be served.

Join or login to comment.

  • Jazmin S

    Hi Susan, I will have to miss this out as I am still in a meeting right now. Will take me more than half hour to get there thereafter. Thanks for organizing. Wish I could make it.

    December 12, 2013

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