6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job
Baby Boomers are asking…
What do I do with my retirement money when I leave my job?
What type of retirement account is right for me?
Can I still contribute to a retirement account and if so, how much?
When do I need to take withdrawals and how much do I have to take?
How does my IRA fit into my overall plan?
Learn the rules for…
Indirect and direct rollovers
IRA rollovers
The stretch IRA
Rollovers for beneficiaries
Net unrealized appreciation transactions
At this seminar you will learn:
6 different options for your retirement plan funds
SECURE Act changes to IRA planning
When to leave assets in a company retirement plan
How to roll your money to a new company retirement plan
When to roll over to an IRA
When and if you should take a lump sum distribution
When to convert your funds to a Roth IRA