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

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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.

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