• Definition of 401(k), IRA, and Stray account
• What to do with a stray retirement account
• Can you move a 401(k) or IRA
• Advantages of rolling a prior employer retirement account
• Tax consequences of rolling an account incorrectly
• Can I roll a portion of my current 401(k), SIMPLE or IRA

Stay tuned to join SmartVestor Pro, Jim Bukowsky, for a live Q&A session at the end of the webinar. You will also have the opportunity to schedule a no obligation appointment with Jim to review your personal situation and more detailed questions. 


 
While this financial webinar is free, space is limited - please register online to guarantee your participation. For more information about this event, please contact Kristina at 636-352-2003.

Securities offered through First Heartland Capital, Inc.

Member FINRA/SIPC.

Advisory services offered through First Heartland Consultants, Inc. Smart Money Innovations and Southern Missouri Investments are not affiliated with First Heartland Capital, Inc.