Rollover Planning
Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:
- Pros and Cons to leaving your money in the company plan
- Possible taxes or penalties we may face when moving money
- Options for moving it your new company plan
- Rolling it over to a personal IRA
- Romeoville Banking | Abri Credit Union (abricu.com)
Rollover Planning
Date and Time
Tuesday Jun 29, 2021
6:00 PM - 7:00 PM CDT
Printed courtesy of www.romeovillechamber.org – Contact the Romeoville Area Chamber of Commerce for more information.
Lewis University COB 435, Romeoville, IL 60446 – (815) 886-2076 – info@romeovillechamber.org