Moving On? Do You Know All Your Options? Questions to Ask When Changing Jobs
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 Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options and 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 Knowing your options when you leave your job can help you make the right choice for your retirement savings.
Helpful tips when changing jobs and information on unemployment will also be touched on. Hosted by Edward Jones and for educational purposes only.
Please register for this program and you will be emailed the link and the phone # before the program.
- Thursday, June 11, 2020
- 12:00pm - 1:00pm