Leave it, Move it, Roll it, Take it - an Educational webinar on 401k Rollovers
Name:
Leave it, Move it, Roll it, Take it - an Educational webinar on 401k Rollovers
Date:
November 5, 2027
Time:
12:00 PM - 12:45 PM EDT
.png)
Leave it, Move it, Roll It, Take it - 401k Rollover Educational Webinar
Event Description:
An educational program to help you learn how to handle your 401(k), pension or other employer-sponsored retirement plan when you leave a job. Participants will learn about:
- 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
- Length: 30 minutes and will be opened to Questions and Answers
- Grab lunch and join us, invite your employees
