Broker Check
09 Sept
401K and Retirement Rollovers- Webinar

Description

"What do I do with my old employer plan?... Where does my money go when I leave my employer?... What are my options?... Help! How does this work?"


ATTEND THIS INFORMATIVE WORKSHOP TO LEARN ABOUT:


  • 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.

Date and Time

September 9 - September 10, 2020

7:00p - 8:00p CST

Location

Zoom Webinar

Note

Once you click Register, you may select to join from either: Wednesday, September 9th at 7:00pm OR Thursday, September 10th at 7:00pm.

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