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

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    Name: Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options
    Date: September 24, 2020
    Time: 3:00 PM - 4:00 PM CDT
    Event Description:
    Moving On? Should Your Retirement Savings Do the Same? 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. That's why you're invited to the Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options seminar, courtesy of Edward Jones. In just one hour, you'll learn: 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 This presentation is complimentary, but seating is limited. Contact my office today to reserve a seat or for more information, including driving directions. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.
    Location:
    From the Comfort of Your Own Home via Zoom
    Date/Time Information:
    September 24th, @ 3PM
    Contact Information:
    Robyn Lings 715-392-1268 3712 Tower Ave, Suite B Superior, WI 54880
    Fees/Admission:
    None
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