Complimentary financial seminars

Event details

Event name:IRA rollovers: Understanding your options webinar
Add to Calendar:Outlook or Apple Calendar | Google Calendar
Date:September 16, 2021 12:30 PM - 1:00 PM
Price:Complimentary
Available Spots:71
Location:Virtual webinar
Contact name:Investment Services
Phone:541-714-4296
Description:

IRA rollovers: Understanding your options

Eventually, 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:

  • Employer-sponsored plans
    • Defined contribution such as 401(k)
    • Defined benefit, often referred to as a pension plan
    • 403(b)
    • Governmental 457(b)
  • IRA-based plans
    • Simplified Employee Pension SEP-IRA
    • Savings Incentive Match Plan for Employees (SIMPLE) IRA

In this webinar we'll unpack what an IRA rollover is. 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:
Belinda Hall, CRPC®
Financial Advisor
CUSO Financial Services, L.P.
At Oregon State Credit Union

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.

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Register: Registration is closed.

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