07
Sept
Savvy Rollover Planning Workshop-via Zoom 9/7 10 am
Description
We will be covering:
Six Potential “Rollover” Options for
Your Plan Funds
1. Leave your assets in your existing plan account.
2. Roll over your plan assets to another plan.
3. Roll over your assets to an IRA.
4. Take a lump-sum distribution.
5. Convert your plan assets to a Roth IRA.
6. Make an in-plan Roth conversion.
Six Potential “Rollover” Options for
Your Plan Funds
1. Leave your assets in your existing plan account.
2. Roll over your plan assets to another plan.
3. Roll over your assets to an IRA.
4. Take a lump-sum distribution.
5. Convert your plan assets to a Roth IRA.
6. Make an in-plan Roth conversion.
Date and Time
Tue, Sep 07, 2021
10:00a - 11:00a EST
Location
Zoom
Note
Elliott & Associates Wealth Advisors is inviting you to a scheduled Zoom meeting. Topic: Savvy IRA Rollovers for Boomers Time: Sep 7, 2021 10:00 AM Eastern Time (US and Canada) Join Zoom Meeting https://zoom.us/j/92882231077?pwd=dzFRK3doT0JPZHVYYUs0YWxtbWlGZz09 Meeting ID: 928 8223 1077 Passcode: 088661 One tap mobile +19294362866