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Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops
August 13, 2019 @ 3:00 pm - 4:00 pm

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.