08
Oct
How to Get Rollover Ready |(For those located in the Central Time Zone)
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
Please note: This one-hour webinar starts at 10am Central.
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.