Leave It, Move It, Roll It, Take It

Program Type:

Business and Finance

Age Group:

Please note you are looking at an event that has already happened.
Registration for this event is no longer open.
Allowed Ages: Adult

Program Description

Description

Leave It, Move It, Roll It, Take It is an educational program designed to help clients and prospective clients learn how to handle their 401(k), pension, or other employer-sponsored retirement plan when they leave a job. Participants will learn about the most common distribution options, how to avoid having the IRS withhold 20% of your retirement distribution, and how taxes, penalties, and investment options factor into your decision.

Disclaimer(s)

All attendees need to register.