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