Summer Institute 2017
Workshop:On the Move: Keep Your Retirement Account Working for You
Presented by: Stephen Donella, Jr. CFP and Courtenay Tresco
Location: IT224
Time: Wednesday, May 17, 2017 2:00pm
Max number of participants: 25

Because your workplace retirement plan may represent a good portion of your retirement savings, it's smart to understand your options if you are considering a distribution.  Whether you are changing jobs, consolidating your savings within a new plan or IRA, or thinking about retiring, you should be aware of taxes and penalties that may be involved.  This seminar will walk you through the pros and cons of each distribution option and how to keep your account working for you.




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