Workshops

It is very easy to move assets from an IRA or retirement plan to an IRA rollover account. The receiving IRA custodian will help you by providing the forms and complete instructions. Once the assets have been placed in the new IRA rollover account, you have complete control over the way they are managed. Think of your IRA rollover account as your money. You can invest it any way you wish, subject only to the custodian's investment offerings and a very few prohibited transactions listed by the IRS. The only thing you can't do -- without paying applicable taxes and penalties -- is take the money out and spend it. But as long as you leave it in the account to grow, you can manage it any way you wish. The better you manage your IRA the larger your nest egg can become and the more income you may have during retirement.

You are invited to attend an informal workshop to learn about how IRA rollovers work. Bring your questions and let our rollover experts help you choose the right strategy for your situation.

You will learn:

• How to avoid taxes and penalties on your IRA rollover
• How to invest your IRA rollover based on your risk tolerance and time horizon
• What you need to know about required minimum distribution rules

Schedule of Upcoming Seminars

~ coming soon ~