Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops

Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan

• How much should I contribute to my 401(k)/403(b)/457 or Employer Sponsored Plan?
• How do I choose the best options in my Employer Sponsored Plan?
• Can I get an advisor to manage my Employer Sponsored Plan?
• When is it appropriate to move my 401(k)/403(b)/457 or Employer Sponsored Plan to an IRA?
• Should I keep my Employer Sponsored Plan even through retirement?
• What are the consequences of moving my Employer Sponsored Plan to an IRA?
• Is there an advantage to moving my Employer Sponsored Plan to an IRA?
• How can I take advantage of The Tax Reform in converting my Employer Sponsored Plan/IRA into a tax-free program?
• When is it appropriate to take income from my IRA?
• Is it possible to reduce taxes on my IRA distributions?

Coffee, tea, pies, and pastries will be served as a light refreshment during the event.