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Leave It, Move It, Roll It, Take It Seminar In-Person
The Leave It, Move It, Roll It, Take It seminar is an educational program designed for people to learn how to handle their 401(k), pension or other employer sponsored retirement plan when they leave a job. Participants will learn about: the most common distribution options, how to avoid having the IRS withhold 20% of your retirement distribution and how taxes penalties and investment options factor into your decision. This program is presented by the professional Financial Advisors at Edward Jones.
For adults 18+. Please register.
This program supports PA Forward.
When you register for an event, we are holding a spot for you. If your schedule changes and you can’t attend, please let us know so we can open your spot to someone else.
Hankin Reference