Home » Calendar » July 8, 2008
Freeinvestment workshop with Brian Watson of Wachovia Securites
Where:
A.G. Edwards, 2237 S. Neil St, Champaign
When:
Tuesday Jul 8, 2008 1:00 pm
to 2:00 pm
Description:
To Roll or Not to Roll: The Retirement Plan Decision Puzzled by whether to leave your savings under an employers retirement plan when you retire or to roll those assets into an IRA? This presentation covers factors you need to consider when making this important decision, including the number of investment options, your ability to control lifetime withdrawals and the distribution options to heirs offered by each plan.For more information:
Call 359-1641, or visit http://www.agedwards.com/fc/brian.watson
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