Webinar: Rollover Planning

Learn about your options when retiring or starting a new job
  • Pros and cons to leaving your money in the company plan
  • Possible taxes or penalties you may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Ready to rollover your plan to a new opportunity?

Ever change jobs? In or nearing retirement? Everyone should begin to look closely at their funds.

Complimentary Webinar

Tuesday, March 8 at 6:00 PM EST

Hosted by: CUNA Mutual Group

Often times 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 you may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Register now

Reserve your virtual seat