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Leave It, Move It, Roll It, Take It

ID : 41709   
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Intended Audience: Working investors, job changers, workers facing a layoff, and recent retirees.

An educational program designed to help clients and prospective clients learn how to handle their 401(k), pension or other employer-sponsored retirement plan when they leave a job. Participants will learn about:
  • The most common distribution options
  • How to avoid having the IRS withhold 20% of your retirement distribution
  • How taxes, penalties, and investment options factor into your decision
1 night/1 hour
 
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Class Details

1 Session(s)
Weekly - Mon

Location
Bay Path Reg. Voc. Tec. High School

Instructor
Trevor Nielsen 

 

Notice

Please read:  Intended Audience: Working investors, job changers, workers facing a layoff, and recent retirees.

Course Fee: 

$39.00

Registration Closes On
Monday, October 28, 2024 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/28/2024 - 10/28/2024 Weekly - Mon 06:00 PM - 07:00 PM Charlton, Bay Path Reg. Voc. Tec. High School  Map Trevor Nielsen 

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