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Have you ever missed out on an investment opportunity because you didn’t think you had the funds? Many people leave an old job and forget about the money left they left sitting in an old qualified plan. Those funds are then left sitting in accounts subject to the stock market roller coaster. When you leave an employer, your options for investing that old 401(k) are virtually unlimited and why not place those funds into an investment you can control?
In this hour long lunch and learn seminar, we will go over the different investment options you have for those funds and how to move those monies tax-free to a self-directed IRA. Whether you have a 401(k), 403(b), 457 or TSP plan, we will show you how to use the funds to invest in a rental home, flip a property, or take advantage of an investment opportunity you can’t miss out on.
Lunch will be provided for all attendees, so register below and don’t miss out!