Glazier Senior Center Calendar

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Thursday, November 12, 2020

What Baby Boomers Need to Know About Six Retirement Accounts 01:00 PM - 2:00 PM
What Baby Boomers Need to Know About Six Retirement Accounts 11/12/2020 1:00 PM - 11/12/2020 2:00 PM

What Baby Boomers Need to Know About Retirement Accounts. Six Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job. 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 and if you should take a lump sum distribution, when to convert your funds to a Roth IRA, and 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.

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