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

Former employees have options around what to do with their plan funds when they leave a company; however, once a decision is made it most likely will be irrevocable.  Make sure you attend this webinar to ensure you are choosing the best option for your unique situation!

  • Joseph Disalvo

    Best Selling Author, Wealth Manager, Webinar Host

  • Marie Madarasz

    Best Selling Author, Wealth Manager, Webinar Host

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