Leave It, Move It, Roll It, Take It - 401k Rollover Education
Date and Time
Wednesday May 6, 2026
12:00 PM - 1:00 PM MST
Wednesday May 6th
12:00 p.m.
Location
Virtual
Fees/Admission
No cost
Contact Information
Jennifer Nacis
Send Email
Description
How you handle your 401(k), pension or other employer-sponsored retirement plan when you leave your job is one of the most important financial decisions you can make.
Join us for our presentation Leave It, Move It, Roll It, Take It to discuss:
- The most common distribution options
- How to avoid having the IRS withhold 20% of your retirement distribution
- How taxes, penalties and investment options factor into your decision
The education will be virtual. Please RSVP below or call us today to let us know if you and a guest will attend.
