Events Calendar |
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Maximizing Your Employer-Sponsored Retirement Plan
Date: November 9, 2017
Time: 6:00 PM - 7:00 PM
Event Description
401(k)? SEP-IRA? 403(b)? SIMPLE IRA? SIMPLE 401(k)? Profit-Sharing Plan? Money Purchase Plan? Stock Bonus Plan? Attend this free educational seminar sponsored by Brockway Memorial Library and presented by David Treece of Treece Financial Group to better understand your employer-sponsored plan options and get answers to all of these questions (and more!) … • How do I know if I have a good plan? • Should I rollover my money after leaving work? • Should I consider a Roth IRA? • What’s the best plan for a small business owner? • Should I take Social Security while I am still working? • Am I saving enough in my retirement plan? Invest an evening with us to help you better understand your options … • 7 strategies for smart IRA planning • 6 rollover options for your retirement plan funds • 3 options for spousal IRA beneficiaries • 3 common required minimum distribution mistakes • The difference between indirect and direct rollovers • How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans
