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

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