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IRA Planning - Presented by The Society for Financial Awareness (SOFA)

This workshop will cover:

  • 6 different options for your retirment plan funds
  • When to leave assets in a company retirement plan
  • When to rollover to an IRA
  • When and if you should take a lump sum distribution
  • When to convert your funds to a Roth IRA
  • Why you would consider an in-plan Roth conversion

Location: Piscataway Library, Kennedy Branch – 500 Hoes Lane, Piscataway, NJ 08854.

Audience: Adults.

Special instructions: Register at the Kennedy Library Information Desk or by calling 732-463-1633, ext.6.