08
Sept
Savvy Rollover Planning Workshop-via Zoom 9/8 7 PM
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.
Date and Time
Wed, Sep 08, 2021
7:00p - 8:00p EST
Location
Zoom
Note
Elliott & Associates Wealth Advisors is inviting you to a scheduled Zoom meeting. Topic: Savvy IRA Rollovers for Boomers 2 Time: Sep 8, 2021 07:00 PM Eastern Time (US and Canada) Join Zoom Meeting https://zoom.us/j/95229750491?pwd=cHpmb0JkSVF3dC9EU1IrVkc2T3pyZz09 Meeting ID: 952 2975 0491 Passcode: 502154 One tap mobile +13126266799