Leave it, Move it, Roll it, Take it - an Educational webinar on 401k Rollovers

  • Share:
Name: Leave it, Move it, Roll it, Take it - an Educational webinar on 401k Rollovers
Date: January 5, 2026
Time: 12:00 PM - 12:45 PM EST
Website: https://www.edwardjones.com/us-en/financial-advisor/kelly-davis
Leave it, Move it, Roll It, Take it - 401k Rollover Educational Webinar
Event Description:
An educational program to help you learn how to handle your 401(k), pension or other employer-sponsored retirement plan when you leave a job.  Participants will learn about:
  • The most common distribution options
  • How to avoid having the IRS withhold 20% of your retirement distribution
  • How taxes, penalties, and investment options factor into your decision
  • Length:  30 minutes and will be opened to Questions and Answers
  • Grab lunch and join us, invite your employees
Location:
Virtual
email Kelly.davis@edwardjones.com for participant workbook and zoom link
Date/Time Information:
The first Friday of each month at noon
Grab lunch and join us, feel free to Invite your employees
Contact Information:
Kelly Davis kelly.davis@edwardjones.com
Send an Email
Fees/Admission:
free
Participants will be emailed a workbook.