At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.

You can book this 401k Rollover seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.

401k Rollover – Free Seminar Sample

Source of Retirement Income, Separation of Service, Choices Available to You, Distribution Options, IRA Rollovers, Rule 72(t)

The Choices Available for Your Retirement Plan Money:

Take a Cash Distribution From Your Employer’s Plan

Leave Your Money in Your Employer’s Plan

Roll Over Your Distribution to an IRA

Other 401k Rollover questions this workshop will help answer:

What are the different sources of Retirement income?
What is Separation from Service?
What happens if I take a cash distribution from my 401k, or company savings plan?
How can I avoid the 10% early withdraw penalty for taking money out of my retirement account?
If I retire from my company can I leave money inside my 401k or do I have to withdraw it from the plan?
Can I roll over some, or my entire 401k to an IRA?
What are the benefits of a Rollover IRA?
What is Separation from Service?
If I separate from my current employer, can I withdraw money out of my 401k?