Complimentary financial seminars
Event details
Event name: | IRA rollovers: Understanding your options webinar |
Add to Calendar: | Outlook or Apple Calendar | Google Calendar |
Date: | May 13, 2021 6:00 PM - 6:45 PM |
Price: | Complimentary |
Available Spots: | 68 |
Location: | Virtual webinar |
Contact name: | Investment Services |
Phone: | 541-714-4296 |
Description: | IRA rollovers: Understanding your optionsEventually, most qualified retirement plan assets will be used for retirement. Where do you want qualified plan assets when you take distributions? Who will be the beneficiary of your qualified plan assets? This webinar will help answer these questions. Also, we'll cover the basic rules of IRA (Individual Retirement Account) rollovers including the choices available to you for various plan types:
In this webinar we'll unpack what is an IRA rollover. We'll also cover IRA rollover rules and IRA rollover choices. We'll also share case studies for your consideration. To learn more about these topics register for this webinar by clicking the registration link below. Presented by: Registration is required—register for this webinar by clicking the registration link below. A Zoom webinar link will be sent to the email address you provide at registration. Please be sure to check your spam/junk/promotions folder for the webinar link. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. |
Register: | Registration is closed. |
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