Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options
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 Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options and learn:
- 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
Knowing your options when you leave your job can help you make the right choice for your retirement savings. Call our office at 919-924-0411 to RSVP for yourself and a guest at this complimentary educational seminar.