Broker Check
12 June
Rollover, Stay Put or Withdraw- What should you do with the retirement plan left behind?


When you leave your employment, what should you do with the retirement plan left behind?  Well, the best advice we can give is: It depends on your unique circumstance!  

Learn why its important to consider:  When will you need access to the funds? What is the control and flexibility you will require over your assets? What impact will this decision have on your heirs;  And, will creditor protection be necessary?

In this webinar learn:

*Reasons to leave assets in the company plan
*Reasons to Rollover into an IRA
*Things to consider prior to Withdrawals

Former employees have options around what to do with their plan funds when they leave a company; however, once a decision is made it most likely will be irrevocable.  Make sure you attend this webinar to ensure you are choosing the best option for your unique situation!

Date and Time

Wed, Jun 12, 2024

6:30p - 7:30p EST




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