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?