Free Webinar
Rollover, Stay Put, or Withdraw
About the Webinar
When you leave your employment, what should you do with the retirement plan left behind? Well, the best advice we can give is: It depends on your unique circumstance!
Learn why its important to consider: When will you need access to the funds? What is the control and flexibility you will require over your assets? What impact will this decision have on your heirs; And, will creditor protection be necessary?
In this webinar learn:
Reasons to leave assets in the company plan.
Reasons to Rollover into an IRA.
Things to consider prior to Withdrawals.
Joseph Disalvo
ChFC, AIF, Best Selling Author, Webinar Host
Marie Madarasz
AIF, Best Selling Author, Webinar Host