Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options

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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 free Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options seminar to learn more about:
*The five most common distribution options
*How to avoid having the IRS withhold 20% of your retirement distribution
*Special considerations if you own employer stock
*Factoring taxes, penalties and investment options into your decision

Knowing your options when you leave your job can help you make the right choice for your retirement savings.

Roll It, Take It, Leave It, Move It: ...

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Date and Time

Tuesday Feb 21, 2012
6:00 PM - 8:00 PM EST

Tuesday, February 21st
6:00pm-8:00pm

Location

1355 Shearers Road, Suite A (Beside Food Lion)
Rocky River Promenade

Fees/Admission

FREE

Contact Information

Brenda Lutz-Kiser 704-660-6182

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