CLICK HERE on day of IRA Options for Retirees event (Zoom link)
Meeting ID: 867 9987 3044
***Kindly remember to register prior to attending this educational workshop.***
- 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
Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3xb7Mg6
Eastern Time one tap mobile: +1 312-626-6799 /// Meeting ID: 867 9987 3044 /// Passcode: 079583