Broker Check
31 March
How to Get Rollover Ready (CT/ET)

Description

As you near retirement, you have a number of decisions to make about what to do with your 401(k) savings.

Join our next webinar to discover your rollover options and learn:
• 6 steps for prepping your 401(k) money for retirement
• 4 rollover distribution options to consider
• How to tax-effectively move company stock
• How to avoid the 11 biggest rollover blunders

This webinar starts at 6pm Central / 7pm Eastern and will last about an hour.   

Learn More

 

This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional.

Date and Time

Tue, Mar 31, 2026

6:00p - 7:00p CST

Location

webinar

PT1H

Event Registration

Will you be able to attend this event?