Leave It, Move It, Roll It, Take It

Program Type:

Business and Finance

Age Group:

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Description

This educational program is designed to help you learn how to handle your 401(k), pension, or other employer-sponsored retirement plans 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