Card Management Tool
A more convenient way to manage your cards.
Investment: Rollover Planning 1,2
June 10 @ 6:00 pm - 7:00 pm
June 10th at 6 p.m. CST
Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:
- Pros and Cons to leaving your money in the company plan
- Possible taxes or penalties we may face when moving money
- Options for moving it your new company plan
- Rolling it over to a personal IRA
1There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
2Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Educators Credit Union and Educators Investment Services® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Educators Investment Services®, and may also be employees of Educators Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Educators Credit Union or Educators Investment Services®.