An educational roundtable to provide a simple, practical understanding of retirement assets through the evolution of life.
- Nuances of IRA’s
- Significance of ages 55, 59 ½ and 70 ½
- 401(k) and Pension Rollovers
- Beneficiary IRA’s
Moderator: Kris Rodgers, Associate Advisor
Expert: Jay Simon, CFP®, Senior Vice President
Unable to attend? Or prefer to schedule a private, no obligation meeting or phone call with Jay and Kris?