What Baby Boomers Need to Know About Retirement Accounts
What Baby Boomers Need to Know About Retirement Accounts Attend our Seminar
Baby Boomers are asking…
• What do I do with my retirement money when I leave my job? • What type of retirement account is right for me? • Can I still contribute to a retirement account and if so, how much? • When do I need to take withdrawals and how much do I have to take? • How does my IRA fit into my overall plan?
Learn the rules for…
6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job Seating is limited. Call today to reserve a spot for you and your friends.
• • • • • •
Indirect and direct rollovers IRA rollovers The stretch IRA Rollovers for beneficiaries Net unrealized appreciation transactions How to undo a Roth IRA conversion
To RSVP: [email protected] 8329242600
At this seminar you will learn: • 6 different options for your retirement plan funds • When to leave assets in a company retirement plan • How to roll your money to a new company retirement plan • When to roll over to an IRA • When and if you should take a lump sum distribution • When to convert your funds to a Roth IRA • Why you would consider an in-plan Roth conversion The decisions you make today can have a tremendous impact on your overall retirement plan. Don’t miss this valuable workshop designed specifically for baby boomers.
Presented by:
Karin L. Tyson, CFP® Managing Partner 20/20 Financial Advisers
Baby Boomers are asking…
• What do I do with my retirement money when I leave my job? • What type of retirement account is right for me? • Can I still contribute to a retirement account and if so, how much? • When do I need to take withdrawals and how much do I have to take? • How does my IRA fit into my overall plan?
Learn the rules for…
6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job Seating is limited. Call today to reserve a spot for you and your friends.
• • • • • •
Indirect and direct rollovers IRA rollovers The stretch IRA Rollovers for beneficiaries Net unrealized appreciation transactions How to undo a Roth IRA conversion
To RSVP: [email protected] 8329242600
At this seminar you will learn: • 6 different options for your retirement plan funds • When to leave assets in a company retirement plan • How to roll your money to a new company retirement plan • When to roll over to an IRA • When and if you should take a lump sum distribution • When to convert your funds to a Roth IRA • Why you would consider an in-plan Roth conversion The decisions you make today can have a tremendous impact on your overall retirement plan. Don’t miss this valuable workshop designed specifically for baby boomers.
Presented by:
Karin L. Tyson, CFP® Managing Partner 20/20 Financial Advisers
