Broker Check
13 Sept
IRA Options for Retirees 9/13 (7 PM Eastern Time)

Description

CLICK HERE on day of IRA Options for Retirees event (Zoom link)
Meeting ID
: 867 9987 3044
Passcode: 079583

***Kindly remember to register prior to attending this educational workshop.***



Workshop Agenda:

  • 6 retirement account options every retiree should know
  • Potential limitations and risks of each named option
  • The difference between direct and indirect rollovers
  • Life event that may trigger qualification to take a lump-sum distribution

We'll also discuss the answers to common questions like:

  • What is a lump-sum distribution?
  • Can I leave the funds invested in my employer plan or do I need to do something with them?
  • When is it appropriate to initiate an account rollover?
  • Are there any time limitations or tax implications when it comes to moving my employer plan assets at the time of my retirement?

Date and Time

Tue, Sep 13, 2022

7:00p - 8:00p EST

Location

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3xb7Mg6

Note

Eastern Time one tap mobile: +1 312-626-6799 /// Meeting ID: 867 9987 3044 /// Passcode: 079583

PT1H
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