Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Should You Rollover 401(k) Plan Proceeds to an IRA?
Friday, November 17th, 2017
The question posited by this presentation is one of the most common questions in retirement distribution planning. The major retirement plan sponsored by employers today is the Section 401(k) plan featuring elective deferrals by the employee and, often times, matching employer contributions. Similarly, the most popular type of personal savings plan is the traditional deductible individual retirement account or annuity (IRA). This presentation discusses when you should "roll" (make a tax-free exchange of) a 401(k) plan distribution at separation of service to an IRA. The decision is not as straightforward as many 401(k) plan participants pretend it to be.

CFP Pre-Approved Session - 1 CEU
Session Slides: 122050-2-47068.pptx