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Understanding Your Rollover Options | 11.7.23
November 7, 2023 at 6:00 pm - 7:00 pmFree
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings? Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:
Presented by Joshua Taylor from CUNA Mutual Group
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Give Call Federal Investments & Retirement* a call with any questions about the virtual seminar. We look forward to seeing you virtually!
- United States