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6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job Baby Boomers are asking… - What do I do with my retirement money when I leave my job? - What type of retirement account is right for me? - Can I still contribute to a retirement account and if so, how much? - When do I need to take withdrawals and how much do I have to take? - How does my IRA fit into my overall plan? Learn the rules for… - Indirect and direct rollovers - IRA rollovers - The stretch IRA - Rollovers for beneficiaries - Net unrealized appreciation transactions At this seminar you will learn: - 6 different options for your retirement plan funds - SECURE Act changes to IRA planning - When to leave assets in a company retirement plan - How to roll your money to a new company retirement plan - When to roll over to an IRA - When and if you should take a lump sum distribution - When to convert your funds to a Roth IRA 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.