Webinar Recording: Transitioning from an Employer Sponsored Retirement Plan to an IRA

shallow focus photography of man in suit jacket's back
by Advice Chaser
by Advice Chaser

At the end of a period of employment, retirement account holders must decide what to do with their old retirement plan. An error in the transition process could result in hefty tax penalties. This webinar addresses different types of employer-sponsored retirement plans, transfer and rollover options, and required minimum distributions. Rebecca Holden, an investment advisor representative, presents. People with employer-sponsored retirement plans, such as 401(k)s, 403(b)s, and 457(b)s will learn valuable insights for handling these transitions carefully.

Want to Learn More?
You may enjoy these webinars:
How Do I Know When I Can Retire?
Retirement 101: Your Social Security Benefits Questions Answered

You might also enjoy

Ready to Get Started?

Advice Chaser includes people from all walks of life, committed to helping you find the advisor you need and at no cost to you.

Interested in more?

Your financial plan is as unique as you are. We partner with businesses all over the U.S., so that we can help you connect with the right options, all at no cost to you.