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Program Description
Event Details
An educational program designed to help clients and prospective clients 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
- How taxes, penalties and investment options factor into your decision
Presented by Danilise Diaz, AAMS™, CPRC™, AWMA™
An Edward Jones Financial Advisor