
Description
"How can I ensure my retirement future is secure?"
401k and Retirement Rollovers and Strategies for Sustainable Income in Retirement
During this webinar we will discuss:
*What to do with stray accounts & employer plans
*Advantages of rolling a prior employer retirement account
*Tax consequences of rolling an account incorrectly
*Available current & past employer plans, IRA vs Roth, Social Security
*Risk tolerance & proper allocations
*Personal situation & future retirement planning
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
Thu, Mar 25, 2021
6:30p - 7:30p CST